
Monetary policy
The Trump Put lives on, A rate cut in May, Batteries for everyone, We're still reliant on luck, and Who drives in Australia
Just like that, and the tariff scare is over—or is it? Global markets rallied 5-10% yesterday because Trump, in the face of a near-certain recession and equity and bond market carnage, backed off and hit pause. So there is still a Trump Put! Markets can still discipline politicians to