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The headline for this week doesn’t provoke much enthusiasm from me because I don’t know how to position for the back and forth on the Administration’s trade approach. Clearly, there are protectionists of the deep sort ‘advising’ Trump and then there are the cooler heads, i.e. Mnuchin, who more quietly seems to be trying to offset at least the rhetoric if not the deed. My visceral inclination is to step aside and wait it out as opposed to take heart or renewed angst over each and every twist to this story. Read more from David Ader's latest musings...
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