Government deficits as a source of corporate profits, US-China trade war impact on Germany, update on autos and Turkey

1 Big Idea: Trump's deficits are driving corporate profits
I intend to delve into the macro modelling of this idea in more depth later. But I wanted to flag a concept for you regarding why this expansion has legs. It's the fact that government deficits are key driver of corporate profitability. Some...

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