Bulwark Takes
Markets Rattled, Consumer Sentiment Plunges—While Trump Plays Emperor
Markets are dangerously underpricing global war risks, leading to surging inflation expectations and a looming recession, while systemic fragilities like the AI bubble and private credit markets could compound the crisis.
Trump’s War Is Worse Than the Market Thinks (w/ Jeffrey Goldberg & Joe Weisenthal) | Bulwark Podcast
The ongoing Iran conflict exposes critical flaws in US leadership and strategy, while global markets dangerously underestimate its long-term economic fallout, from surging commodity prices to a potential weakening of the dollar's reserve status.
Trump’s Iran War Could Send Prices Soaring (w/ Kenneth Rogoff) | How to Fix It
Harvard Professor Kenneth Rogoff details how escalating US debt, attacks on Federal Reserve independence, and geopolitical instability in the Middle East threaten the dollar's global reserve status and could trigger a domestic economic crisis.
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