U.S recession : self inflicted, or Probability of VTRR 90% / Trump attacking Powell, not going down well with $$$
- 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
COMBATE |🇵🇷 on X: "China Foreign Minister: "South East Asia achieved a consensus: we will stand united and say no to these backward, regressive actions." https://t.co/hdefzdpiny" / X
Why ? are they hoping UKR retaliates to Trump and RU can call foul play..?
Porter Stansberry on X: "According to the latest Bank of America Global Fund Manager Survey, a record number of fund managers now plan to cut exposure to U.S. equities, with 82% expecting a weaker global economy. Just two months ago, that same survey showed cash levels at U.S. mutual funds hit a https://t.co/LFkHBoBesp" / X