$TRUMP
🗽🇺🇲 Reasons why the dollar is falling and will fall on a secular basis 🚨
The US has become the chief source of instability in the world economy 👀
This is causing institutional portfolio managers to underweight US assets in their portfolios ,Bc they manage trillion in assets, this rotation will take many quarters ⬇️
They can’t get out fast; they are slow-moving bc of their size ⬇️
_ The US outlook is getting very cloudy beyond the foreign policy innovations of the Trump White House 👀↔️
_ A fiscal crisis is brewing. Net interest outlays already exceed our gargantuan defense budget ,If rates rise, as they will (see b), this can quickly escalate to a real crisis for US Treasuries, the anchor of the global financial system 👀
_ Fed independence will be difficult to maintain in the face of relentless pressure and the political commissars who are being emplaced ,What we’re looking at here is the most obvious case of fiscal dominance An inflation tax is almost guaranteed 👀
More reason for portfolio managers to rotate away
🚸 Warning 🚸 I do not provide financial advice 🔞The intent of this content is for you to be aware of market conditions before starting to invest 👌Thank you for reading 👌
#TrumpEndsShutdown #KevinWarshNominationBullOrBear #TrumpProCrypto #Fed