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![joequant Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::45808758.png) Joequant [@joequant](/creator/twitter/joequant) on x 1177 followers
Created: 2025-07-21 16:25:36 UTC

@robin_j_brooks This is all wrong.  The issue is that non-US goods are not substitutable for US goods, and so if you have a supply shock on US exports, it doesn't change the supply curve for non-US goods.


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