The Securitization of the "America First" Agenda

Investors are bracing for more political chaos after last week's tariff wars which tripped up sentiment, sending the dollar higher and Gold to record levels. Why the strong dollar is pinching corporate profits inside the biggest companies in the world, and what they are saying about it. Plus. The President's holding company just announced the registration of new ETFs and SMAs that track his "America First" agenda. While conflicts of interest and the executive branch of government have always had a cosy relationship, we've never seen this kind of securitization of America's policies. And, new tax proposals are about to hit Congress where the real fight over America's fiscal future is about to get interesting, including the potential closure of the carried interest loophole.

LINKS FOR SHOW NOTES

russellinvestments.com/us/blog/us-tariffs-pote…
imf.org/en/Publications/WEO/Issues/2025/01/17/…
globenewswire.com/news-release/2025/02/06/3022…
investopedia.com/terms/c/carriedinterest.asp
congress.gov/bill/118th-congress/senate-bill/2…
investopedia.com/these-two-assets-will-have-th…
investopedia.com/what-to-expect-in-the-markets…

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