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Bankless
Trump, Tariffs & The Dollar’s Fate: Lyn Alden’s Macro Predictions for 2025
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.
01:03:55
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Quick takeaways
- Lyn Alden discusses how Trump's economic policies may lead to a weaker dollar and influence global market dynamics by 2025.
- Aggressive tariffs proposed by the Trump administration serve as a negotiation strategy, impacting domestic manufacturing and international trade relationships.
Deep dives
Potential Volatility in Risk Assets
The year 2025 is expected to bring more volatility for risk assets due to potential trend changes in capital markets. While the current administration is seen as favorable toward Bitcoin and crypto, challenges such as tariffs could impact liquidity and profit margins. Investors may view assets like gold or Bitcoin as protective measures against uncertainties in the market. Overall, liquidity is anticipated to be moderately good in the coming years, but higher volatility is expected, especially compared to the early 2023 regional banking crisis.
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