My Macro Trade

The US vs. rest of world trade has finally broken down.

I know I have written about this several times, but I think it's a big deal. So I'm writing about it again. The US / rest of world trade has finally broken down. Here's the chart of the last 100 days...

I think this has more to go. Here's the long term chart...

We actually haven't even hit the long term uptrend. I expect this to be broken.

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