Trump just turned on the money printer...

In this commentary, the speaker explains that former President Donald Trump has announced a $200 billion buyback of mortgage bonds, which the speaker characterizes as Trump’s own version of quantitative easing. The immediate effect is expected to be modest, with short‑term market price action remaining sideways and choppy. However, the speaker argues that the increased liquidity from this policy will create medium‑to‑long‑term bullish pressure on risk‑on assets, including equities and crypto, especially as Trump seeks to showcase economic leadership ahead of the November midterm elections. The overall narrative is that while short‑term movements may be muted, the policy will expand the balance sheet, boost investment, and benefit risk‑on assets later in the year.










