MacroMashup

MacroMashup

Trade Whiplash, Copper Gambits & Energy Realpolitik

Tariffs to the left of us, copper to the right, and energy chess in every direction.

Neil Winward's avatar
Neil Winward
Jul 11, 2025
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Tariff Déjà-Vu: Wall Street Eats the TACO Trade—Again

  • T-A-C-O = “Trump Always Chickens Out.” The Street’s go-to acronym is back.

  • Deadlines slide: July 9 tariffs (25 – 40 %) are now penciled for Aug 1—“…

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