the message from the White House is clear targeted tariffs electric vehicles 102 a half% steel and aluminium 25% total package 18 billion dollar but it’s not going to hurt you here in the pockets if you’re in the US this is about the theater of tarff rather than the reality of biting at real Chinese Imports to the PPI this is the narrative this’s a slight pop in the bond prices but it is PPI excluding food and energy plus 4% it’s just hotter than the market had anticipated and the New York fed readings yesterday also unsettled the market in readings hire for one and for five years he’s back it is Keith Gil this is the man ...