Bankless Trump, Tariffs & The Dollar’s Fate: Lyn Alden’s Macro Predictions for 2025
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Feb 10, 2025 
Lyn Alden, a renowned financial analyst, shares her expert insights on the economic landscape shaped by the upcoming U.S. election. She discusses Trump’s fiscal policies and their potential to weaken the dollar while examining the implications of inflation and tariffs on the economy. The concept of a new Plaza Accord is explored, highlighting its role in maintaining dollar status amidst growing debt concerns. Alden also addresses Bitcoin's evolving significance in global reserves and the broader impact of these macro trends on risk assets.
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Trump's Macro Impact
- Trump's policies significantly impact markets, especially early in his term.
- His focus on fiscal policy, including tariffs, marks a potential shift in the macro environment.
Trump's Trade Goals
- Trump aims to reduce the US trade deficit and bolster domestic manufacturing.
- He's willing to use aggressive tactics like tariffs to achieve these goals.
Dollar Strength Cycle
- The US dollar has been strong for about 10 years, experiencing various fluctuations.
- Factors include QE, industry differences, and other countries' economic missteps.