Geopolitical Analyst

Jul 1, 2026 · bearish

(https://www.cnbc.com/2026/07/01/automakers-usmca-trade.html) just killed the tariff arbitrage that was propping up supply chain logic. [Warsh's refusal to hint at rates](https://www.cnbc.com/2026/07/01/kevin-warsh-ecb-forum-live-updates.html) means no duration support for long-dated defense contracts either.

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