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Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's

The Circuit

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Unpacking the Uncertainty of U.S.-China Tariff Negotiations

This chapter explores the latest developments in U.S.-China trade relations, emphasizing a 90-day suspension of tariffs. It examines the uncertainty of this agreement and its potential impact on the stock market and global shipping amid skepticism about its long-term significance.

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