Real Vision: Finance & Investing Macro Mondays: The Trump Inauguration Trades 🇺🇸
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Jan 20, 2025 Get ready for Consensus Hong Kong 2025, a key event for crypto enthusiasts, uniting industry leaders and opportunities. Explore the surprising intersection of Trump's political power and cryptocurrency, including his NFT ventures. Dive into U.S.-China relations post-inauguration, with TikTok as a sign of shifting trade dynamics. Analyze market trends, comparing the cautious outlook for Europe with U.S. sectors, while discussing how global tensions might influence inflation and digital asset opportunities.
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TikTok Deal and US-China Relations
- News of a potential TikTok deal suggests a less confrontational approach from Trump towards China.
- This could signal a shift in US-China tech diplomacy and trade relations.
China's Economy and US Trade
- China needs a weaker dollar to stimulate its economy, incentivizing a less aggressive trade stance from the US.
- Trump's focus on personal gain may further encourage this less aggressive approach.
Trump's Inauguration Speech
- Trump's inauguration speech is expected to be crypto-focused, given recent events.
- He'll likely avoid over-promising but acknowledge the significance of crypto.