Two Blokes

Chips Rally, Supply Chains & What Could Derail Market Trade Optimism

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    Posted by Two Blokes May 13 - Filed in General - #TwoBlokesTrading  - 5 views
    Ben Emons examines the semiconductor sector as the market reacts to U.S./China tariff de-escalation. He says semiconductor issues are what the market reacted to the most around tariffs, and discusses Bessent's comments around “strategic decoupling” for those supply chains.