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Trump’s second term Washington, your guide for what tools for business and world
I wrote a column about those who came in 2019 “Dollar Doomsday Scenario” In globalization and a post-Bretton Woods system, a fundamental transition, the US dollar and dollar assets will cause a drop in both values. This will increase the bond product, as well as the price of gold and various foreign currencies.
And we are here. S & P can increase and President Donald Trump’s daily mood is changing, but died to die for a new era.
I have never been great in predicting the time of large Sunday shifts – I tend to risk very early, as a child of immigrants – I have a strong worldview. I am fast to change the whole paradigma for investment and the importance of moving away from the US market. This will be the case with or without a trade war.
If Kamala Harris was in office today, we would be in the world of a post-Washington consensus (Biden white house said much). Although the dollar and dollar assets are no longer the only game in the city, we went, although it is more slowly to the world.
Several years of investment stories have been more than a decade, which is longer than the United States. The high financial, concentrated, owed, a debtor, Trump and its antiques, which put there.
I would point out three fundamental issues from the extreme confidence of assets based on price-based economic growth. All major economic decisions of the last half of the last half of the century are due to increasing asset prices – in the late 1970s “Performance Payment” for “performance payment” shares in shares created by the Silicon Valley.
Trump and his assistants talk about how the main avenue does not care about stock prices. However, this means that the price increase in the asset is so wildly increasing income, we all have to trust capital markets.
US households are always close to high (representing 26 percent of capital and mutual funds) that provides more sensitivity to any market for any market and the total economy.
I think that since 1995, the capital has become a marginal driver of the US federal tax receipts, “according to an analytical Luke Grenen. “If the shares go down and fall down, the United States will send consumer expenses and GDPs, cuts, send deficits,” he said. Inflation would be in a period where inflation is a concern and risk rewards that the US assets.
Tariffs or absence, most analysts think that the future of the US share price is larger. US shares are still expiring relative to their peers. And the most recent financial stability report of the IMF labeled it as a great risk in global markets.
Another important concern in US markets is a sharp increase in the private sector debt and goal in the last few years. Corporate debt from private credit markets is due to companies considered very risky for bank loans, especially bank loans.
Many of the credit funds that give credit funds are already, and between 2027, it implies a period where they cannot walk on loans.
The former high-level adviser in the financial stability and is now a company that is a company head of investor protection in the American Consumer Federation.
This is the result, not only in shadow banking, but in the official banking sector, the problems in the non-banking sector in 2008, in 2008, the problems in the official banking sector.
In the form of cryptocutribal, the latest point in the US financial system, the end point to the regulatory security agencies of the Trump administration actively cut the employees in the Securities and Exchange Commission and closed the Consumer Financial Protection Office.
Republicans and Democrats also supported the crazy law, which will open Crypto by strengthening the risks above the above.
When the Biden government fails, the Crypto platform was forced to support Crypto platform. The new legislation, who recently passed the initial obstacles in both Senates and the House of Representatives, of course, there is an area where both President Trump and his Consigliere Elon Musk is interested in entering crypto.
I definitely do not forecast the liquidity crisis that is filled with a corporate debt or cryptist – although the next financial crisis comes from these areas, I will not be surprised. On the contrary, my opinion is that a trade war does not have to believe that America’s active markets are inevitable and still inevitable to see that it is still extremely risky. Include the lack of confidence created by Trump and the dollar dollar has a place to still escape the doomsday scenario.
