Brad Setser says the U.S. imported significant gold bars in Q1 2025. He says gold trade should be tracked through both bar shipments and official gold line items due to earlier tariff-driven distortions in trade data.
published
Brad Setser says the U.S. imported significant gold bars in Q1 2025. He says gold trade should be tracked through both bar shipments and official gold line items due to earlier tariff-driven distortions in trade data.
Latest documented BWB result
$MELI market result
Long $MELI CDS Expiring next Friday $1900/$1950 for $16 (which gives me $34 profit)
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