Analysis: The New Trump-Powell Accord
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Housekeeping: Good Morning.
“The Gold reset is a process, not an event”
Today
* Discussion: The Trump-Powell Accord
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Analysis: The Trump-Powell Accord
* Trump to Powell: Lower rates and inflation wont be a problem, I’ll get oil prices lower
* Trump to OPEC: Lower oil prices and I’ll weaken the dollar helping your
The Bottom Line is: Tariffs, and tax cuts are the sizzle here. Lower energy and a weaker dollar are the steak. Just as Bessent is advising…
The skinny
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