“.. judging only from price action, we are suddenly witnessing a comprehensive turn away from US assets (stocks, USTs, corporate credit and the dollar). this is the single most important theme to monitor over coming weeks. .. for the moment capital is flowing out of the US.”
- GS Desk/Pasquariello
- GS Desk/Pasquariello
Comments
This Administration is anticipated business. Anti free trade. Anti Semitic. And Anti research. Who would invest here?
want this coup to STOP!
#BuildtheResistance
https://chng.it/WBR8LRVmr7
It's hard to foresee growth in many US companies because of the business environment itself.
So a drop means people are expecting S&P to drop.
With the Yen not far behind...
Dumb donny has done the impossible...
Killed the $.
Nobody is willing to risk investing in the dollar at this time..
Until congress gets sorted on this "emergency" crap...
the dollar will be avoided like a pair of donnys shiny pumps...
https://www.theguardian.com/us-news/ng-interactive/2025/apr/13/end-times-fascism-far-right-trump-musk?CMP=Share_iOSApp_Other
Fascism kills!
depending on who sends his PAC a million bucks
$$$$$$$$$$$$$$$$$$$$$$
MAGA absolute fucking garbage humans
https://www.investopedia.com/the-moron-risk-premium-11711745
They must be partying in Beijing.
On top of that, Republicans want to add $5 Trillion to that debt!
If the debt is called the US is over!
Muck told us recently in Wisconsin that he wanted to end the Fed and the Dollar and make Crapto King. Will this help or hinder their nutty plans???
1️⃣ Since we're already global #1, we piss off everyone, act impulsively, destroy confidence in US markets & stewardship
2️⃣ ❓❓❓
3️⃣ 🏆
Truly an amazing feat... idiot.
https://apple.news/ACY8Tfs0_QnibGArPCBfT4w
https://federalnewsnetwork.com/commentary/2025/03/doge-is-wasting-billions-while-calling-it-reform-taxpayers-are-the-ones-paying/
And then they added two pinches of Trump.
Now, all the shit is coming out of solution and we're on the brink of change.
Finally 🎉
...but doesn't deserve the CEO convicted clown ⛳
Japan is the #1 owner of US Treasurer Bonds and China is 2nd. Japan holds $1.06T & China $759B.
What happens to our economy when they pull their investment into our countries DEBT out?
Maybe less money to kill Palestinian children.
Doubt it though.
Warmongers always be killin
But I am rooting for a global gut punch
A Mike Tyson Bruce Lee sort of KO
The only civil way to avoid a civil war- trump & his entire admin / cabinet forced out
Now, he’s too stupid to put it all back, so he will continue to pretend that everything is going to plan, and he meant to crater the nation’s wealth.
Its easier to smash something with a hammer than fix the damage
1/
2/2
Now it is up to us to motivate our neighbors to go out and vote to get rid of Republicans who are refusing to defend us.
They die in concentration camps!
Trump is the Neohitler!
Trump is not sustainable
Wrong.
It's NOT just that the world distrusts Trump. They distrust the country that put him into the position of power that allowed all of this to happen... twice.
Can you blame them?
The U.S. Cybersecurity Chief publicly declared the 2020 election was the MOST SECURE election in our history.
Trumpanzees CHOSE to believe it was stolen based SOLELY on the results.
What makes you think that would change now?
That was very poorly worded. I need to slow down.
It should've read something more like...
"What makes you think they'll change?"
...as in "The last election, they created their own reality to soothe their fragile egos. Why would they change now?"
How could you plan investments and integrations that last decades with that overhanging risk?
But no. That's not it.
So, you're saying Trump is trying to oust himself using the military?
You know, Trump is just stupid enough to make that believable.
Another example of how - NO, nothing will be fundamentally better "just because" Trump is gone.
I'm speaking of a (please let is soon) post-Trump era that could begin at any moment.
Do the words "martial" and "law" sound familiar?
Ask yourself, "Do you DARE think Vance wouldn't?"
Any other candidate is a no go.
Of those, only 27 were ratified. Plus, the 21st was just to undo the 18th; Prohibition.
It is NOT an easy process.
UNLESS something unthinkable happens, there's ZERO chance 3/4ths of Americans would ratify even ONE now.
USD continues to be reserve currency. Drunk on power arrogance caused this.
https://youtu.be/AaRrQ0_FbiI?si=ltNWxdapWBFw25V0
If too many are looking sell and America can't, then America is insolvent.
https://abcnews.go.com/US/trumps-taj-mahal-casino-8th-world-closure-years/story?id=42762369
It's naive to think that the ~world didn't start preparing for trump v2.0 after his catastrophic 1st term.
An EU-based super sovereign fund where the nations invested in US securities vacate ~80-90% from the US.
IMPACT?
The world is turning away from the bully
and we will suffer
Congress will never help, we the people have to evict him ourselves
Companies like innovation.
Dictatorships and oligarchies dont work well together with people that want to innovate and develop.
It will still take time till everybody really notices this change.
“The whole world has decided that the U.S. government has no idea what it’s doing,”
NYT: https://www.nytimes.com/2025/04/13/business/trump-risk-us-bonds.html?unlocked_article_code=1._U4.vNov.eTehAC0OlsuS&smid=url-share
Damn, yanks still think that the world saw them as a net positive before
A lot of it is a reckoning for the first term, and some of it is a reckoning for much more long-term resentment.
For example, how are Vietnamese going to feel about the US going forward with neither free trade nor funding for Agent Orange cleanup?
Now he has surrounded himself with sycophants who are eager to please him and go along with whatever he says.
Vietnam is a great example!
Things like multi member districts in the House and Senate, instant runoff federal elections, term limits in the Supreme Court etc.
Some of these require a Constitutional Amendment, some do not.
While we're at it, let's get the ERA (including all vulnerable groups), Loving, Obergefell, and Roe in there.
Then, because it is grounded in the 1st. A., to change it requires either (a) SCOTUS overruling it, or (b) a Constitutional amendment.
I wish it were easier to get rid of it, but the big money will defend it.
As long as the wealth inequality is this severe, we're vulnerable to fascism and all manner of terribleness (not to mention it's just shitty in the cheap seats).
🍿 🍿 🍿 🍿 🍿 🍿
I guess he meant Leaving.
It's not rocket science. Look at what for example Sweden went through in 1992 to defend its currency.
The interest rate was increased to 500%.
if past is prologue, maga/republicans will be ousted from power for the next 40-50 years
provided the Untied States survives
For example: https://www.marketwatch.com/investing/index/dxy
Time to batten down the hatches.
My job tomorrow is to move my entire portfolio to IG Corporate Bonds and $CASH. I prefer to watch the train wreck vs being part of the train wreck.
#TariffWars
What investor wants that?
Value is flowing out of the US because of the lawlessness of the regime. The increasing likelihood of no organized response to disasters, the likelihood of societal collapse.
There was no reason to start sliding into this pit, so there is nothing to stop it
EU & China (& Commonwealth) now safer western markets.
Project 2025 Nerd Reich aim to crash US markets so as to intro crypto. And Depression, corruption will ensue.
Project 2025 Nerd Reich are dystopian not utopian.
Plenty of smart money could be going to Mexico, Brazil and Chile right now.
Gone, trust is destroyed, no way you recover.
Well, Congress should have shown the world that there are checks and balances... they failed miserably at that.
Many are actually coming to realize that Trump is up to destroy the US on Putin's behalf.
And cui bono?
If Germany arms to the teeth, sooner or later, it will need to use the assets to keep the military industrial base in motion.
Better for rest of world? Maybe.
More dangerous? Certainly.
Zero chance of that with Trump in charge.
De-trumpigication?
De-GOPification?
But non-citizens that **reside outside of the US**?
If so, I was unaware of that.
https://www.investopedia.com/ask/answers/05/foreignownershipusstocks.asp
This is exactly why the Felon issued his “90-day pause” on Tariffs.
But it’s not going to stop the outflow of capital from both the stock and bond markets.
The US is not trusted any more.
"capital is flowing out of the US.”