Comment / The Trump trade boomerang

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Just as investment gurus wonder whether a slowing US economy in the first quarter actually just boils down to tariffs and related propaganda – Citi asks: “How much is tariffs? How much is temporary?” – the headlines of the past 24 hours were the epitome of hard work in protecting alpha.

(…given the market we live in, as highlighted a week ago in our ’Spooked, once again…’ coverage.)

As you may have noticed, a rather bearish, often leading Goldman Sachs made the ...