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will
@w
there is no [obvious] substitute for the US consumer — if Trump succeeds in eliminating the goods deficit, the impact on financial flows and surplus nation manufacturing assets will be massive
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Matt
@mattlee
no EU on this chart?
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will
@w
hm I wonder if EA is actually supposed to be EU? not sure, nice catch https://www.cfr.org/blog/evolution-global-trade-2024
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