There will be a little pain, they said.
That after the small pain we'd be better than ever, they said.
That after the small pain we'd be better than ever, they said.
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Stock Market (15 Viewers)
- Thread starter AFL_ITALIA
- Start date
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What we’re seeing is an immediate, market-wide reaction to Trump’s newly proposed tariff and economic plan, and it’s triggering a chain reaction across multiple asset classes, especially in futures, yields, and the dollar.
Trump provided ZERO clarity with his tariff and economic policy. It was circus act, literally, containing HALF-TRUTHS MIXED WITH OUTRIGHT LIES. (But that is not even what really bothered me! I think we all expected that… what bothered me was his 100% omission of ANY potential fallout).
1. Immediate fallout. U.S. Stock Futures – Freefalling.
Trump’s plan points toward sweeping tariffs, especially targeting imports from China and other trade competitors. This obviously raises concerns over: Higher costs for U.S. companies and consumers, YOU… and expect retaliatory tariffs from other countries. A potential trade war scenario.
Uncertainty: Markets hate unknowns more than anything else, and the tone of Trump’s economic messaging was aggressive. Wall Street, and I, sees potential disruption to global supply chains, corporate profit margins, and geopolitical relationships.
2. U.S. Dollar Index (DXY) – Dropping Hard
The U.S. dollar is weakening, and here’s why.
Currency war implications: Trump has long criticized a “strong dollar,” and tariffs often go hand-in-hand with devaluation strategies to improve export competitiveness. HE WILL NEVER TELL YOU THAT.
Fear of inflation: Tariffs will increase input costs, which can stoke inflation.
THIS IS A BIG ONE… Global realignment: If global investors see Trump pushing toward economic nationalism and away from global cooperation, they shift capital away from the U.S.
10-Year Yield dropping. Trump’s policies are being seen, rightfully so, as economically destabilizing.
Additionally: Rate cut bets are rising. If tariffs hurt growth, markets begin to price in potential Fed easing which further drives down yields. Which is exactly what the Fed. Wants.
Macro Summary
This market movement is sending a message: The world sees Trump’s economic plan as aggressive, inflationary, potentially isolating, AND DESTABILIZING. Trump’s economic plan WILL WIPE OUT US SMALL BUSINESSES, count on it and he knows it.
Lions… This also might be the beginning of a currency revaluation moment. IMO the US dollar will lose its reserve status. It may force capital into commodities, precious metals, and alternative stores of value.
- Greg Mannarino
So, an inflationary depression. Doesn't get worse than that.
It's what the Nazis need for their agenda.
Trump provided ZERO clarity with his tariff and economic policy. It was circus act, literally, containing HALF-TRUTHS MIXED WITH OUTRIGHT LIES. (But that is not even what really bothered me! I think we all expected that… what bothered me was his 100% omission of ANY potential fallout).
1. Immediate fallout. U.S. Stock Futures – Freefalling.
Trump’s plan points toward sweeping tariffs, especially targeting imports from China and other trade competitors. This obviously raises concerns over: Higher costs for U.S. companies and consumers, YOU… and expect retaliatory tariffs from other countries. A potential trade war scenario.
Uncertainty: Markets hate unknowns more than anything else, and the tone of Trump’s economic messaging was aggressive. Wall Street, and I, sees potential disruption to global supply chains, corporate profit margins, and geopolitical relationships.
2. U.S. Dollar Index (DXY) – Dropping Hard
The U.S. dollar is weakening, and here’s why.
Currency war implications: Trump has long criticized a “strong dollar,” and tariffs often go hand-in-hand with devaluation strategies to improve export competitiveness. HE WILL NEVER TELL YOU THAT.
Fear of inflation: Tariffs will increase input costs, which can stoke inflation.
THIS IS A BIG ONE… Global realignment: If global investors see Trump pushing toward economic nationalism and away from global cooperation, they shift capital away from the U.S.
10-Year Yield dropping. Trump’s policies are being seen, rightfully so, as economically destabilizing.
Additionally: Rate cut bets are rising. If tariffs hurt growth, markets begin to price in potential Fed easing which further drives down yields. Which is exactly what the Fed. Wants.
Macro Summary
This market movement is sending a message: The world sees Trump’s economic plan as aggressive, inflationary, potentially isolating, AND DESTABILIZING. Trump’s economic plan WILL WIPE OUT US SMALL BUSINESSES, count on it and he knows it.
Lions… This also might be the beginning of a currency revaluation moment. IMO the US dollar will lose its reserve status. It may force capital into commodities, precious metals, and alternative stores of value.
- Greg Mannarino
So, an inflationary depression. Doesn't get worse than that.
It's what the Nazis need for their agenda.
Tesla missed the earning target despite all the Musk backlash already priced in. Good job @AFL_ITALIA
OP
