Luongo's slight more MAGA than I care to be (I enjoy Bessent more than anyone, and Tulsi was a good egg), but he's usually been pretty good at tying some non-obvious pieces together. His analysis of the move from LIBOR to SOFR in particular.

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Idk that anyone really does. Some are just caught up how angry they are about. Trump is nothing if not tricksy. President Loki ๐Ÿ˜‚ Could well be just what we need. Or be leading us to slaughter. I'll read the history books later to find out.
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