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Daily Note

ETF Sector Focus

May 12, 2025

Thomas Thornton

The markets are rallying on the de-escalation in the tariff trade war with China. Markets have rallied on all comments that suggested moderation or some sort of near-term deal. Depending on who you voted for, this is “Art of the Deal” or a capitulation! This type of thing happened during Trump 1.0 as well (remember […]

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