Easy to say if your livelihood doesn't depend on any of that $150 billion.
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Tell that to the folks who lose their jobs or businesses thanks to the losses as part of the 25% of that $150 billion, while the protected producers get subsidized.
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Broad questions markets might ask -- is it the end or the beginning, does increased friction alter growth and inflation assumptions, and how does it impact growth expectations which are at/near the highs
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