David Lin joined as the strikes returned after a month of calm, with Axios reporting Trump is weighing periodic strikes as standing policy, an approach one critic on air called the textbook definition of a forever war.
Markets answered with a shrug. Oil rose barely 3 percent to about $90, a price the economy has simply absorbed, and the Nasdaq dipped half a percent.
Six months of on-again strikes have numbed traders to war itself.
What actually moves money now is the 10-year at 4.755 percent, crawling toward the 5 percent line nobody in Washington will let be spoken.
Treasury went on CNBC three times in one week, doubling buybacks, hinting at more, finally declaring the entire trillion-dollar general account available, and yields climbed after every appearance.
You only get to bluff so many times.
And beneath it all sits the fear the conversation kept circling back to: an American economy propped up by a handful of companies losing billions, with five unnamed customers now supplying 85 percent of Nvidia's revenue.
@davidlin_TV
