Edmond de Rothschild’s Global CIO outlines the potential economic and market impact of a speculative "Mar-a-Lago Accord"—a proposed U.S.-led plan to weaken the dollar through trade and debt restructuring tactics.
Key Insights:
- Policy Shift Surprise: Investors expected tax cuts and deregulation; instead, the U.S. launched a trade offensive, signaling Trump’s second-term priorities.
- Currency Strategy: A weakened dollar may be engineered via foreign reserve sales and swapping U.S. debt for zero-coupon perpetual bonds.
- Market Volatility Risk: A sudden policy shift could cause sharp declines in the dollar, Treasuries, and equities.
For a deeper analysis of the political and investment consequences— access the full report.
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