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.