The roots of the US economic hardship are found in the dollar, the head of the “wise men” of Donald Trump’s government, Stephen Miran, found in a study he wrote in November 2024 (“A User’s Guide to Restructuring the Global Trading System“) and which is the guide to Trump’s economic policy regarding international trade/tariffs and …
Category: Market Analyses
Analyses and articles for world financial markets
US will issue 100-year T-bonds with gold to become their lifeline
Donald Trump’s economic policy aims to reduce US trade deficits with third countries and relocate the production base to the United States. At the same time, he has to deal with a monstrous public debt that has exceeded 36 trillion dollars and interest payments have exceeded defense spending for the first time! A tool for …
USA: Buy Bitcoin and create a reserve with profits from the appreciation of the value of gold
The inclusion of the leading cryptocurrency is a priority for the Trump administration as, through the creation of a reserve in the leading cryptocurrency, it wants to mitigate the strength of the dollar that is causing problems in the US trade balance, without at the same time losing its global reserve status. At the same …
Debt restructuring using tariffs is a risk for the dollar
The successful Plaza Accord of the 1985s is now apparently serving as inspiration for the administration of US President Donald Trump, as it seeks ways to weaken the dollar with the ultimate goal of improving America’s trade balance. While at the same time not wanting to weaken the dollar’s power as a reserve currency. Donald …
A Global financial crisis is coming from Japan
The “Japan shock” that has the potential to destroy stocks worldwide is just getting started, and investors should start preparing for it. Notably, President Trump welcomed UK Prime Minister Starmer to the White House. However, the more pressing issue they probably didn’t discuss is that both the US and the UK are facing what I …
Bitcoin reveals hard crash in stocks
Bitcoin has a good correlation with the stock market, and we are now seeing it outperform the stock market. Since January 20, 2025, when it hit a new all-time high above $109,000, it has fallen by almost 24%, now trading below $84,000 – and that’s what we call a bear market! On Tuesday, February 25, …
Rescheduling the maturities of US debt securities and Linking the dollar to gold
After the geopolitical earthquakes caused by the US’s reorientation of its stance on Ukraine and its rapprochement with Russia, a new earthquake is being planned, this time in the economy. In a move that could reshape the global financial landscape with unpredictable consequences, President Donald Trump is reportedly planning a major restructuring of international debt …
The shift to physical gold reserves following escalating debt levels and the erosion of confidence in fiat currencies
In a move that underscores growing concerns about the stability of global financial systems, a significant 400 metric tons of physical gold have been moved from London to the New York Mercantile Exchange (COMEX). The unprecedented move, which has increased gold holdings on the COMEX market by 75%, has sparked speculation about the future of …
Trump’s plan for the BRICS monetary revolution
The 47th President of the United States has long been making bold statements about the policy he wants to pursue – a typical example of such a repeated statement is his pledge to impose 100% import tariffs on BRICS countries if they attempt to undermine the dollar and move away from it. Trump told Truth …
The Japanese sold off 41 billion of Eurozone debt in 6 months, leading to a generalized sell-off in bonds
Japanese investors have sold off eurozone government debt at the fastest pace in a decade, suggesting that the move by one of the major holders of European debt could lead to a sharp sell-off in the market. Gross online sales by Japanese buyers rose to 41 billion euros in the six months to November, the …