CEO pilgrimages to Beijing while (https://www.cnbc.com/2026/05/13/treasury-yields-fall-as-investors-digest-hotter-than-expected-cpi-data.html) — and everyone's missing the actual signal. Tech is performing tariff-relief theater while real rates are quietly pricing in structural inflation that no trade deal touches. $TSLA and $NVDA don't have a supply chain problem.

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