Monetary Policy & Federal Reserve (The Fed) - The Fed needs reform, particularly regarding Quantitative Easing (QE), which is considered not stimulative and a cause of wealth inequality [1] - The Fed's large staff and control over markets are criticized, suggesting it's part of the "deep state" [1] - The Fed is skeptical of allowing others to participate in short-term markets, specifically stablecoins, and is slow to change [1] - A 50 basis point cut (0.5%) in the Fed Funds Rate is suggested for the next meeting, as the Fed is behind the curve [4] - Current short-term interest rates are at 415 basis points (4.15%) [3] Fiscal Policy & Taxation - The world needs more growth, which could be achieved through tax cuts in countries like Japan and the US [1] - High marginal tax rates (e.g., 45% in Japan) and VAT taxes are seen as detrimental to economic outlook [1] - Capital gains taxes in the US are too high, locking up unrealized gains and reducing market dynamism [1] - Lowering the capital gains rate to 10% for a limited time could create a government windfall [1] - Taxing wealth can lead to capital flight, as seen in Britain and Washington state [1] Economic Growth & Energy - More energy use is correlated with higher per capita income, advocating for more fossil fuels and less focus on renewable energy [1] - Increased energy production in the US is necessary for competition with China [1]

Many common worries about the global economy are less fearsome than they first sound. AI is not, for instance, the only thing keeping the party going https://t.co/FRerXLUl6o ...

Many common worries about the global economy are less fearsome than they first sound. AI is not, for instance, the only thing keeping the party going https://t.co/bA59Z7FQs3 ...

Geopolitical & Economic Concerns - The US government aims to help China, but will not tolerate economic coercion that slows the global economy; such actions will hurt China the most [1] - The US and its allies will not be commanded or controlled by China's command and control economy [2] - China's export controls are unacceptable to the entire world [2] - China cannot be trusted with the global supply chain [4] - China is fueling Russia's war, highlighting the risk of dependence on China for rare earths and other goods [5] Trade & Tariffs - The US is currently in a 90-day roll on tariffs [5] - A longer role in return for a delay is possible, subject to negotiations before the leaders meet in Korea [6] Supply Chain Issues - Some US auto companies reported a slowdown in magnets, which the Chinese attributed to a holiday [3] - The slowdown in magnets is a clear sign to US allies that collaboration is essential [4]

Many common worries about the global economy are less fearsome than they first sound. AI is not, for instance, the only thing keeping the party going https://t.co/uJDpKMcaQq ...

I sat down with Jeff Park (@dgt10011) to go on a macro global tour — from Argentina to China to London and back to the U.S. — breaking down what’s happening in different economies.We cover why the US dollar, gold, bitcoin, and global swap lines all matter right now. We also discuss market sentiment, bitcoin’s recent price action compared to gold, and whether investors should actually be worried.Enjoy!YouTube: https://t.co/HpOaePgN0nApple: https://t.co/FSG1ZzxsfiSpotify: https://t.co/aVz0xsg8GWTIMESTAMPS:0:0 ...

Global Economy Risks - Trade tensions, geopolitical mistrust, and AI euphoria are increasingly entrenched risks to the global economy [1]

Federal Reserve Chairman Jerome Powell will participate in a moderated panel at the National Association for Business Economics Global Economy conference in Philadelphia. He is expected to begin speaking at 12:20 pm ET. We'll carry it live. ...

Market Trends - Gold rally is assisting China in reducing reliance on the US [1]

Core Insights - The global economy is performing better than anticipated despite significant shocks, but the resilience may not be sustainable, according to Kristalina Georgieva, Managing Director of the IMF [1][3] - Gold prices have surged to $4,000 an ounce, indicating investor concerns over a weaker dollar and geopolitical uncertainties [1] - The IMF forecasts a 3% growth for the global economy this year, attributing this to decisive economic policies, private sector adaptation, and less severe impacts from tariffs than initially feared [3] Economic Policies and Tariffs - Georgieva highlighted that the full effects of President Trump's tariffs are yet to be realized, with potential implications for inflation and monetary policy in the US [4][10] - The tariffs have created global uncertainty, affecting trade frameworks with countries like the UK and Vietnam [5] - There is a risk of additional tariff hikes due to a surplus of goods that were initially intended for the US market [6] Youth Discontent and Global Protests - There is a growing trend of youth discontent globally, with young people demanding better opportunities as they face a future of potentially lower earnings than their parents [7] - This discontent is manifesting in protests across various cities worldwide, indicating a significant socio-economic challenge [7] US Federal Debt Concerns - The US federal debt has escalated dramatically, from $380 billion in 1925 to $37.64 trillion in 2025, raising concerns about fiscal sustainability [8] - The Congressional Budget Office projects that Trump's tax and spending policies will add $3.4 trillion to the national debt by 2034 [8]