US Treasury Secretary Bessent says no reason to believe 301 studies won't be successful; structural inflation has been in services; assuming 301 go through, minimal tariff revenue drop

AI: Cannot let others bod them down with regulation on AI. France is distant third in AI, adter US and China. Dollar:Dollar dominance is essential.Economy: Expects a strong USD due to US growth. High GDP groth can be achieved traditional inflation. Can get to something with 3 in front of it this year. Don't know if will make progress on deficit this year. By end of Trump term can be sub-4% deficit/GDP ratio.