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Housing pump election, the trade war goes to TikTok & the next ResMed?
"Down cycles are not fun. But they form the basis for enormous future profitability” - Steve Schwarzman
After a couple of wild weeks in markets, this week has been a little calmer. The Trump administration has turned its focus to other priorities as the world holds its breathe during the 90-day tariff pause. That is, aside from China, who are pulling out all stops to get the upper hand in this trade war.
In today's episode we unpack:
How China is using TikTok as a tool in the trade war
Meta gets its day in court in its antitrust case
Our views on the latest housing policies by both sides of…
The skinny
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