How To Survive A 'Trumpcession' And What Comes Next

Summary

• Markets have sold off due to Trump's tariffs, and this could spark a recession.
• The good news, and I think Trump and Bessent are counting on this, is that this will lower the 10-year yield.
• But as the economy weakens, the Fed will have to stimulate again. QE may be closer than you think.
• This time around, however, the market reaction could send inflation and rates skyrocketing, similar to what we saw in the 1970s.
• If we are in for a decade of flat equities; how should investors prepare?