On Kudlow for NEC Director
https://trendmacro.com/system/files/reports/20180314TrendMacroLuskin-HE.pdf
Wednesday, March 14, 2018
Congratulations, Larry. You get to play the “good cop” on trade.
US Macro
Our friend Kudlow will reportedly replace Cohn at NEC. He is a good man, and it shows that Trump is continuing with his “team of rivals” approach to trade. But the aggressive pursuit of reform, including threats of tariffs, will likely continue.
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TrendMacro