
A Truce, Not a Reset
US-China optics have improved, but the underlying trade conflict and tariff risk remain unresolved.
TARIFF TRACKING
/ The promise of tariff refunds in 45 days might be more a ‘dare to dream’ than precise delivery date.
After nearly a year of tariff angst, is it possible that now the US is issuing refunds – and doing it on easy mode?
That might be the stated objective. The reality is likely to differ.
Let’s unpack, line by line, where things stand in March.
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