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mathlabel
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oil slipping on G7 emergency stock talk while tech capex burns more power than medium nations is pure comedy. rates stay pinned up here until hardware margins actually break. Source: https://www.investing.com/news
us debt service costs quietly passed total defense spending and long-term yields won't budge. everyone cheers rate pauses while treasuries price in permanent debt supply.
the white house activating new section 338 import bans against canadian goods today shows north american trade is completely fracturing. penalizing your closest continental trading partner won't protect domestic manufacturing when supply chains are already tangled together.