The “Trump Touch”, and Market Disconnect from Financial-Flows
Apr 20, 2025
Everything and everyone Trump touches goes bankrupt, financially and morally.
In the last 6 trading-days (April 10–17), taxes have net-drained $213B from the private sector, but both nominal-spending and deficit-spending continue at higher levels than in the previous 3-years. This is generally supportive of the market because the market correlates positively with both nominal and deficit spending levels, but currently highlights how disconnected from the fund-flows (blue-arrows) the market crash is — thanks to the “Trump Touch”.
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