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iCER's avatar

owen, bang-on & eye-opening.

still too many variables to ctrl in this dynamic environment imho.

q: what‘s yr suggestion for EU/ROW to leverage this hyperbole move? where‘s china‘s (hidden) stick here - they may not obey the t-line…

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Owen Reynolds's avatar

Happy you liked it! And yeah, there are a lot of nested IF functions for this plan to play out.

And while I won't offer any investment advice, I don't think China needs any sticks. They offered some serious carrots to European leaders this week, and I would expect even more obvious overtures as the EU pivots away from reliance on a now unreliable US.

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