Sunday, April 6, 2025

The Global Reset Just Started (What You Must Know) (Video - 17mn)

   The best explanation of the Trump tariff you can find: Trump had no choice. He had to force the hand of the FED and oblige them to reduce rates urgently which they will now do, allowing the Trump government to refinance the 10 trillions dollars with a T that must be refinanced this year. I agree, this is the only rational explanation.

   But is this the right strategy? The US will dive into a recession and clearly the Trump team must have taken this into consideration: A sharp contraction this year followed by 3 years of expansion. The is the optimistic scenario focused on the US.

  But what about the rest of the world? The recession will obviously not be limited to the US and might in fact be deeper in some countries where the waves may be so high that they won't be able to swim to take a simple analogy. Then what? 

  This is the problem with the concept of "creative destruction", when does the destructive part turns to pure vandalism to the point that there is little left to rebuilt thereafter? We had "globalization". The system having reached its limits, a reset was necessary. OK, but then what comes next? A new wave of mostly domestic expansion? 

  Unfortunately, the last time the world was similarly integrated and globalized was at the end of the 19th Century. Them the trend stopped and in the early 1910s the world started de-globalizing. We all know what followed soon after!


 

No comments:

Post a Comment

ALERT: TRADING HALTED! HISTORIC WW3 GLOBAL MARKET CRASH! IRAN WAR PLANS IN FINAL PHASE! (Video - 11mn)

   Remember the Spanish civil war? A backward country (at the time) on the edge of Europe with different parties supported by different coun...