1. Trump’s EU Tariff Rollback: A Lifeline for Markets, or Just Another Sugar High? President Trump’s so-called trade “victory” with the EU is being paraded as a masterstroke—tariffs slashed from 30% to 15%. Wall Street’s already clapping like trained seals. But here’s what they won’t say: unless those reduced tariffs are paired with serious domestic production incentives, all we’re doing is opening the gates for more foreign goods to flood in while American factories collect dust. Why It Matters: This isn’t a reset; it’s a pause on a system hemorrhaging sovereignty. If the cuts ignite American manufacturing, good. But if this is just more Wall Street tail-chasing, expect higher trade deficits, not lower prices. Keep an Eye On: Manufacturing earnings…
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