With the US, China, Japan, and Europe all unleashing massive spending, the world is about to run the system hot again; US inflation index is approaching its highest level since Jan 2025. Trump moves to gut central bank independence and hunt for the lowest rate promise.

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The world is about to pump massive liquidity into the system:

– The US pauses QT, runs record deficits, and is considering $2,000 stimulus checks
– China is running the largest deficit in its history
– Japan is preparing a $110 billion stimulus package
– The EU is planning to spend ~$1 trillion on military expansion

They’re going to run it hot.

Brace for inflation.

THE U.S. DOLLAR JUST CRASHED OVER 10% IN A SINGLE YEAR!!!

No emergency meeting, no press conference, no panic, just like nothing happened.

But this chart should scare you.

Because currencies don’t move like this unless something is breaking under the surface.

Hear me out:

The USD is the backbone of everything:

– savings
– salaries
– bonds
– global trade
– commodities
– risk assets

When it quietly bleeds like this, it’s never random.

A falling dollar means one thing:
they’re choosing inflation over stability.

Debt is too big.
Interest costs are exploding.
Printing is the only pressure valve left.

And here’s the part most people miss:

A weaker dollar doesn’t hurt Wall Street first.

It hits cash holders, workers, and anyone paid in dollars.

Your money buys less, assets reprice higher and the gap widens fast.

Historically, this is when:

– hard assets start running
– stocks look strong “on paper”
– real purchasing power collapses
– people realize too late what just happened

This isn’t a crash you feel in one day.

It’s a slow bleed that ends in panic.

Btw, i was the only one to call the exact market top in october, and guess what? I’ll do it again cause keeping you updated is my job.

Many people are gonna wish they followed me sooner.

The Federal Reserve has started buying short-term government bonds (i.e., government debt) to increase bank reserves, which is why we cannot call it Quantitative Easing.

At the same time, Trump is making it extremely clear that ‘Federal Reserve independence’ is a myth by reopening the race for the Fed chairman job and adding Warsh to the mix. Whoever promises the lowest rates will get the job; it’s that simple.

Trump argues that immigration has stopped and deportation has spiked, implying the US population is declining.

Now adding the pieces of the puzzle together: If the US population is indeed declining, the weakness in the US labor market is vastly overstated. If the new Fed chairman manages to lower rates (not a given, as the number of dissenters is growing) and the Fed increases its balance sheet while the US labor market is still tight, another inflation spike is due.

And if this dynamic pushes up longer-term yields even further (meaning the Fed has lost control over the long end of the curve) and forces the Fed to deploy outright Quantitative Easing, that inflation spike will be gigantic.

All this comes at a time when US consumer inflation expectations remain incredibly high at 4.5%. Yikes!

Is your investment portfolio ready for this?