What does MAGA need?
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The return of US manufacturing
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Tariffs the new normal
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NATO military spending to rise
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Trump’s America has no Allies
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Gold is the Neutral Reserve Asset
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US Shale Production Flat… Offshore drilling to rise
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Renewables on the back foot
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Military Bonds to Fund the US Spending Machine?
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Changing Economic and Monetary Structure
US Reindustrialization
US construction spending
Reshoring is a priority
Tariffs the new normal
Headwinds in short term. Citi U.S. Eco Surprise Index has fallen to its lowest since last September
NATO military spending to rise
In Trump’s America there are No Allies
Renewables on the back foot
US Shale Production Flat… Offshore drilling to rise
Gold is acting as Neutral Reseve Asset
Military Bonds to Fund the US Spending Machine?
NDX100 highly geared to American profligacy.
MAG 7 to ROW
USD Centric Monetary System in a Nutshell
The Changing Economic Structure
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