Brace for impact: Marko Papic of BCA Research says the U.S. dollar could plunge 25 to 50 percent in five years. Forget de-dollarization — this is about fading U.S. economic dominance. Trump’s tax cuts? “They add zero growth,” he tells Daniela Cambone.
Overhyped U.S. growth expectations are inflating the dollar’s value far beyond reality. Rate cuts? “Dead on arrival,” Papic warns. The long end of the curve isn’t budging, and that’s what drives real borrowing. The Fed is out of ammo. Only fiscal and trade policy matter now. The era of easy money is over, and so is dollar supremacy.Follow Daniela on X: Daniela Cambone
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Poster Comment:
S&P at 22x earnings. Limited upside. Risk is stacked below. Don't let the rally fool you.
https://citizenwatchreport.com/sp-at-22x-earnings-limited-upside-risk-is-stacked- below-dont-let-the-rally-fool-you/