A 25-30% weaker USD (over the next 1-2 years) solves most of Trumps problems
1) Trade deficits will vanish
2) Foreign CBs like PBoC and CBI will end up acummulating USDs and Treasuries
3) Gold, Crypto and High-beta risk will do well
4) Foreign companies will likely move…
— Andreas Steno Larsen (@AndreasSteno) May 23, 2025
A 40% decline in the U.S. Dollar would wipe out the U.S. Trade Deficit says Deutsche Bank 🚨🚨 pic.twitter.com/A2u0v5VO5k
— Barchart (@Barchart) May 23, 2025