The US government recently reported higher output and exports of oil, which appears to nullify OPEC's decision to extend production cuts. Mikio also provides an outlook on the US economy, while providing perspective on Trump-related headlines.

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Tags:  Donald Trump,  global investor,  Paris climate agreement,  ESG,  environmental social governance,  oil,  OPEC,  TPP,  EIA,  non-farm payrolls,  Fed,  balance sheet,  unwind,  cautious