Bearish
$SPY it's gonna be an epic collapse. No way Phase I trade details satiates this hungry beast. When the trade deal is signed, the market will respond poorly to the overall weakness of the deal. The BIG and real issues (forced tech transfer, market access, state sponsored market share hijacking) aren't being touched in Phase I. Yes, that's going to cause tension for communist China and roil some markets! That's a guarantee.
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