Luke Gromen: China Trade Deal Doesn’t Change Where We’re Headed

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Forward Guidance, Released on 5/14/25 In this episode, Luke Gromen joins the show to discuss the trade agreement with China, why the U.S. can’t afford real interest rates, and how the bond market—not policymakers—is now setting the rules. We also explore the hidden costs of decoupling from China, the inevitability of dollar devaluation, why any […]