skinny.

Latest / The Audio Blog of Steven Sirski

SSAB - April 10, 2025

Rally! Then a fall! This is a traders’ market for sure!

A pause on tariffs! Ninety days of relief puts us into July: another bad time for the market.

China should import more! The point seems to be that China has built a walled-off country within which it EXPORTS to the world, but doesn’t really bring anything in, ie IMPORTS, like the US does. Is this protectionist or just a smart move? Or is it Mao all over again?

https://www.cfr.org/blog/china-should-import-more (from 2018)

Apparently global trade has been slowing for a long time.

https://www.cfr.org/blog/ecb-slowdown-global-trade (from…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.