As I mentioned this weekend there was near term risks to the upside. That started playing out today and will continue through at least some of tomorrow as we got some after hours news that Trump is going to take retailitory tariffs down from 1,000,000% to somewhere in the realm of 25 - 30%. China said this was the first step needed to bring them to the table, so there will likely at least be some discussion. And worst case 25% can be handled by companies in the short term as they consider moving supply chains.
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