Trump’s April 2 “Liberation Day” tariff announcement sparked sharp volatility in U.S. government debt and equity markets, with the S&P 500 index falling as much as 15% and borrowing costs rising. Markets have stabilized after Trump suspended most of the retaliatory tariffs, but concerns remain that the president’s policy changes could dampen foreign investor enthusiasm …
Tag: Donald Trump
The bursting of the tech bubble will lead to new investment horizons
For 49% of fund managers, gold is the most crowded investment (i.e. when many investors adopt a particular strategy). This is the first time in 2 years that the Magnificent 7 technology stocks have lagged in the research on investment strategies. However, there is a problem. These fund managers clearly do not know much about …
Will Trump’s trade war boost dedollarization? – Gold rally
The dollar has long enjoyed its status as the world’s top reserve currency, although President Donald Trump’s recent trade policies have sparked debate about its future dominance. At the same time, gold’s rally is shaping the emerging monetary order that will emerge after the great instability. The strength of the dollar and its associated role …
Tariffs were the Big detonator that burst the Capital markets bubble
Despite the shockwaves caused by Trump’s tariffs, the headlines – as usual – are wrong about the causes of the market volatility and the implications that lie ahead. Understanding how to navigate such market pressures, the historical reality of debt, the role of gold and – most crucially – the significance of a liquidity crisis …
Trump kills the “hard” dollar with tariffs & regains US economic dominance
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 …
Trump tariffs will cause an unprecedented global crisis
A major slowdown in global growth is expected to be caused by US President Trump’s impending “tariff wall”. The recession will start with a dollar liquidity crisis in China and end with a crash in the US, as funding pressures circulate through the global banking system. Because China runs a large trade surplus with the …
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 …
Why will the recession bomb explode in Trump’s hands?
The U.S. stock market’s downward trend appears to be continuing, with the Dow Jones Industrial Average and the S&P 500 down 4% and 6% respectively since the beginning of the year. And that’s just one of many signs that should prompt any sensible business leader, investor or policymaker to start preparing for an economic slowdown …
First, America… will lose from the imposition of tariffs
What Trump voters who believe the President is putting “America First” on their behalf seem to fail to understand is that his policies will be so costly that they will create enormous problems for both their country’s economy and their own households. The imposition of tariffs on imported goods is theoretically intended to boost the …
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 …