Funny that. I heard about the US bond yields going up alarmingly and then soon after Trump calls a pause on his higher rate tariffs. The supposed reason for this pause being there were so many countries wishing to negotiate the US didn't have the capacity to listen to them all hence the 90 pause... Sounds like a load of bollocks.

It is amusing it came to this as during work much discussion was devoted to the ongoing developments of these tariff wars. In those numerous discussions the consistent message made was the belief that at some point Trump would back off but would only do so when he could frame a pause (or even a reversal in policy) in such a way that made him sound like he won the game. In the world of Trump he would rather let the world burn that to appear like he lost the "deal".

On the surface there is a 90 day reprieve (mostly anyway) but one has to wonder if he will actually start an act 2 after the three month has elapsed. What are you thoughts there?

One thought I was beginning to ponder was if this tariff talk kept escalating further and further and Trump didn't show any signs of backing off could there be a chance he may "accidentally" fall out of the window? I mean funny things do tend to happen if you piss off enough billionaires...