Trade Whiplash, Copper Gambits & Energy Realpolitik

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

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—“…