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This is a good explanation of the impact of the macro side of things – US liquidity and the threat (real) that the the greenback will be replaced by a return to the gold standard, or, another currency.
I have experience in finance markets, and as I watched the 10yr US yield spike last week, the writing was on the wall.
THIS is what will cause the US to retreat, if they choose to remain the market maker; I genuinely believe it may be too late, and/or hubris will not allow the one who started this to back down. Well worth the following read:
The Fed Just Blinked. China Is About to Nuke the Bond Market. Buckle the F* Up.
byu/TheMysteryCheese inWallStreetbetsELITE
And it turns out the tariffs might not even be collected … https://newrepublic.com/post/193930/ports-not-collecting-trump-tariffs-glitch
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This reply was modified 9 months, 3 weeks ago by
grantinvanman.
