| I’ve gotten a lot of questions on the recent Trump tariffs and their impact on the global economy. There is a belief that tariffs will bring manufacturing back to the United States, I am uncertain of that. You can learn more about why, and what the current big debt cycle the United States is going through in my new book, How Countries Go Broke: The Big Cycle. #raydalio #principles #politics #economics |
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Should the Federal Reserve Cut Interest Rates?
2025-06-20
The Fed is in a very difficult position as it tries to balance the benefits of cutting interest rates with maintaining the value of money.
Right now, there is a great deal of uncertainty throughout the economy, along with a deterioration in sentiment.
Combine that with political pressures and the realities of our upcoming debt service payments, and you have this value of money conflict.
So changes in the monetary policy — especially if the cut is too aggressive — could lead to a period of great concern.
My advice: Watch the yield curve. If you see long rates rising alongside downward movement in the dollar and rises in gold, you’ll know there’s a movement out of bonds. Because the value of money matters a lot.
#raydalio #howcountriesgobroke #economics #markets
Your #Money Could be Worth Less Soon
2025-06-06
Remember that one man’s debts are another man’s assets. That means if you both weaken a currency and produce more of it, the value of that currency decreases.
This tradeoff is particularly challenging when a country has a large debt burden, like the U.S. today. In my new book, How Countries Go Broke: The Big Cycle, I outline a plan for how we can navigate this tricky situation. You can find it available to order here: https://bit.ly/3F5OFvN
#principles #raydalio #economics #debt
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