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U.S recession : self inflicted, or Probability of VTRR 90% / Trump attacking Powell, not going down well with $$$

  • Writer: Stéphan
    Stéphan
  • 5 minutes ago
  • 3 min read




  • Trump says Fed Chair Jerome Powell's 'termination cannot come fast enough', CAN'T REPEAT THIS ENOUGH, FED independence questioned = more chaos, #currencywar let alone if he fired Powell (the law does not allow Trump to do so, but then again it wouldn't be the first time he breaks the law..) >>> in any case he might not have to fire Powell, as the market is doing the work for Trump Team...and pushing USD lower, now Trump goes off script (surprised ? nope), and talks 90 deals in 90days..

  • Markets : USDdollar breaking down (weaker USD was always part of the tariffs deal.. >> if all hails fail, weaponize USD..'''The dollar is our currency, but it could become your problem''... and on the other side, RoW could WEAPONIZE UST's, a process that most definitely happened during last 10days, this incoming US recession (and slowdown globally) is self inflicted ( you could argue it can easely be stopped/eased by Trump on a dime..)... US Makes up only 14% of Chinese Exports, CHINA can/will and is already going elsewhere!... They have been planning this for years, while U.S government is shambolic and making it up as they go along

  • GOLD, remaining bullish, but these moves are beginning to be a little concerning, even for a GOLD bull !

  • Slok puts it VERY nicely : tariffs have been implemented in a way that has not been effective, and there is now a 90% chance of what can be called a Voluntary Trade Reset Recession (“VTRR”), see the first chart below.

  • China Foreign Minister: "South East Asia achieved a consensus: we will stand united and say no to these backward, regressive actions.". China vows retaliation against countries that follow U.S. calls to isolate Beijing

  • China may have just killed flash memory and DRAM in one shot, World’s fastest memory writes 25 billion bits per sec, 10,000× faster than current tech AND China just unveiled a flexible solar panel more powerful than most rooftop systems. Lightweight, bendable, and scalable, it's not a gadget, it's the blueprint for solar domination

  • Gold trading in Korea quadruples amid relentless global rally

    FT-German bonds rise with euro as investors head for Europe’s haven >>> money heading home, after decade+ of being unhedged invested in the U.S

  • DHL to suspend global shipments of over $800 to US consumers Easter surprise

  • Tech moguls who invested in Greenland mining have also given Trump’s campaign $243m >>> natch !


 





CAPITAL flows shifting >>> MONEY heads back home








Why ? are they hoping UKR retaliates to Trump and RU can call foul play..?





 
 
 
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