morning call
looks like sans 40 million +/- "migrants" migrating back to their home countries traffic of every sort, cars, lines, data, electricity, and every other public resource will be relieved of much overpopulation pressure and the manufactured resource scarcity will vanish, thus, deflation in monetary appreciation
that price action should outpace the relative apparent losses (cost increases) accrued in the market attributed to the tariffied countries price thrashing
economic relativity = arbitrage
further, price parity between countries will enhance a soft landing