BLOOMBERG Bloomberg Real Yield July 13, 2024
Progress and roll it back. For late february, trump did not meet with chinese officials and there were press conferences afterwards, and they agreed to have the chinese by a little bit more soybeans. Two days later, trump declared a truce. That never really led to anything. We have been wrong optimistically the entire time. They have had a couple of years to try to come to compromise. We are right where we started 18 months ago or so. Applause is good, but until i see a rollback of some of the tariffs that went on recently, i have to go with our leading indicators, which are still pointed down...