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New Rules

New Rules examines the geopolitical, economic, ideological trends changing the world.
NR on X: http://x.com/newrulesgeo
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Latest posts in group "New Rules"

🇺🇸💸📉Trump’s Tariffs: A Self-Inflicted Blow to Dollar Hegemony?

Trump’s “Liberation Day” tariffs aimed to crush trade deficits and flex US power. But they might speed up dedollarization instead.

The EU (20%), Japan (24%), and India (26%) are bristling, while Canada and Mexico (25%) eye new trade partners like China. Geopolitically, trust in US leadership frays as nations hedge against dollar reliance.

🔸According to Tax Foundation, imports could drop $800 billion in 2025, cutting dollar demand.

🔸China’s yuan trade surges (up 4% since 2016)

🔸US Dollar Index is down 4.7% this year.

🔸China retaliated 15% on US coal. EU countermeasures tighten the squeeze.

Investors holding $27 trillion in US debt might balk as 10-year yields dip to 4.027% (last week), hinting at a confidence crisis. BRICS, dodging Trump’s 100% tariff threat, push non-dollar trade—Russia-China’s already at 95%.

Trump’s IEEPA “emergency” frames tariffs as sovereignty. But by weaponizing trade, he might cede geoeconomic clout to rivals. Looks like the dollar dominance is doomed, and Trump is paving China’s rise.

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🚨🇮🇹🇺🇸Meloni’s Tariff Tango: Italy’s PM Heads to Trump’s Table

Trump signals a strategic pivot in EU-US trade dynamics. The focus? Reducing mutual trade tariffs, a move that could reshape Italy’s economic stance and challenge the EU’s unified front.

With Italy boasting a €39 billion trade surplus with the US (driven by machinery, luxury goods, and wine), Meloni has a vested interest in softening Trump’s aggressive tariff policies, like the 20% levy on EU goods already stirring markets.

Her diplomatic tightrope is evident: she’s called these tariffs a “mistake” but avoids escalating tensions, favoring negotiation over retaliation.

This isn’t just about economics, it’s political calculus. Meloni, a nationalist with a Trump-friendly streak, sees an opportunity to bolster her transatlantic clout while EU heavyweights like Germany and France grapple with internal chaos. Yet, her pragmatic approach risks alienating Brussels, where retaliatory tariffs are gaining traction.

Data backs her caution: US tariffs could shave 0.3% off US GDP (JPMorgan estimates) and cost households $1,200 annually (PIIE), but Italy’s export-driven economy, $60 billion in US-bound goods, faces a steeper cliff if a trade war erupts.

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🚨🇺🇸🇨🇳Supply Chain Crisis: China’s Mineral Determination to Stop Exporting Minerals Will Slams US Industry

China has signaled that it may stop exporting critical minerals such as lithium, gallium and others to the U.S. as a countermeasure to the recent wave of tariffs imposed by Washington.

This move could send shockwaves through American industries that rely heavily on these materials. Lithium, essential for electric vehicle batteries and energy storage, is predominantly processed in China, which controls over 50% of the global supply chain.

Gallium, meanwhile, is a linchpin for semiconductors and advanced electronics, with China accounting for roughly 98% of worldwide production. The US has domestic reserves and alternative suppliers, but ramping up production or shifting sourcing isn’t an overnight fix, leaving industries exposed to shortages, rising costs, and production delays.

Sectors like clean energy, automotive manufacturing, and tech could feel the pinch most acutely, potentially slowing innovation and economic momentum. As trade tensions escalate, the ripple effects of this export halt could test the resilience of US supply chains in the months ahead.

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🚨🇺🇸📊Trump’s Tariff Gamble Tanks Markets: A Reckless Bet Gone Wrong

As of April 7, Trump’s tariff blitz, unleashing a 10% blanket import tax on April 5, with 25% on vehicles and steeper hikes like 34% on China, is proving a disaster for US markets.

🔸The S&P 500 cratered 4.8% on April 3, wiping out $2.4 trillion in value in one day, per Reuters,

🔸On April 6, flagged a further 5% dive, pushing the Dow down 2,200 points since the tariff rollout.

🔸Trump’s chest-thumping “economic revolution” has instead sparked chaos: the VIX fear index spiked to 25.3 today from 18.7 last week, showing investors fleeing in droves.

Hedge funds offloaded $40 billion in stocks by April 4, a panicked retreat from Trump’s reckless trade war rhetoric. His claim of “bringing back jobs” rings hollow, early 2025 consumer confidence is down 10% since March, per surveys, as prices loom higher.

Markets are still going down day by day, and economists warned that these tariffs aren’t strategic, they’re a sledgehammer to a fragile economy, risking recession over results. Trump’s doubling down looks more like hubris than leadership. Wall Street’s not buying the “golden age” hype.

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🚨🇩🇪🇺🇸PREDICTION: Germany will SURRENDER to Trump — Deutschland’s humiliation continues

83% of the German GDP revolves around trade.

Even before Trump’s tariffs, Germany industry was starting to crack under the pressure of high energy costs.

The US is Germany’s main trading partner.

Trump is biting off more than can chew with his tariff blitzkrieg, but Germany isn’t China. It has few means for effectively fighting back against the US.

Germany’s only hope is that US economy crashes fairly soon, and Trump is forced to walk back his tariffs.

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🚨🇺🇸📉Will Trump’s tariffs DESTROY Big Tech?

US technology stocks are the most vulnerable to global economic risks:

49% of the Magnificent 7 (Nvidia, Apple, Google, Microsoft, Meta, Amazon, and Tesla) companies’ revenue comes outside of the US.

This is almost double the average share of the remaining 493 stocks from the S&P 500.

Moreover, 46% of the Nasdaq 100 firms’ sales are derived from international markets.

By comparison, the average share for all S&P 500 companies is 28%.

This is one of the major reasons why US technology stocks have underperformed this year.

Big Tech is significantly exposed to trade policy risks.

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🚨🇭🇺🇷🇸BIG: NEW MILITARY ALLIANCE IN EUROPE

Here’s an important news story that fell under the radar — Hungary and Serbia have signed a strategic defense partnership agreement. This is meant to be the first step towards a full-blown military alliance between the two countries, according to senior officials.

But that’s not all! Slovakia and Republika Srpska, a majority Serbian political entity in Bosnia and Herzegovina, have also expressed in joining the Hungarian-Serbian pact.

This is a welcome development for anti-globalists. We’re seeing the first signs of serious fragmentation within the European Union. The beast way to keep the Beast of Brussels on a leash is through a genuinely multipolar Europe, with numerous coalitions and power bases.

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🚨🇮🇷🇺🇸 War with Iran would be a NIGHTMARE for the United States

Iran isn’t Saddam Hussein’s Iraq. It has a large arsenal of powerful asymmetrical weapons that it can use to take out US aircraft carriers and bases.

This video provides a good breakdown of how Iran will most likely respond if the United States attacks. Even the airbase at Diego Garcia won’t be safe.

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🚨🇺🇸🇾🇪 EPIC HUMILIATION: Trump’s blows against Yemen FAIL to land

The United States has spent the past three weeks trying to bomb the Houthis into submission. The results of this air campaign are pathetic:

🔸US has spent $1 billion worth of munitions against Yemen, but has no real results to show for it

🔸Pentagon planners are worried that the fight against the Houthis is rapidly depleting US advanced precision missile stockpiles

🔸US used B2 strategic bombers against the Houthis, but these “super weapons” haven’t done much

🔸Yemen has downed 3 MQ-9 reaper drones, which cost ~$30 million each.

So far, Trump’s main achievement in Yemen is destroying cancer hospitals and residential buildings.

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🚨🇺🇸💵Bloodbath on Wall Street: Trump drops NUCLEAR BOMB on US dollar hegemony

Trump’s trade war will be far more devastating for US financial elites than the Great Recession, according to economist Philip Pilkington.

“As for the markets, there seems to be no end to how far stocks will fall and many are talking about another financial crisis. If they are correct, Wall Street could suffer more than it did in 2008. This is because its business model is the inverse of the globalised trade deficit model that the United States has run for years. In this model, America sucks in imports from the rest of the world and sends its trade partners paper dollars in return. Wall Street then recycles these paper dollars.

The Trump administration has signalled that it is deadly serious about rebalancing trade, which means that excess dollars will stop flooding world markets. If this happens, much of the stock market’s current business model will no longer be viable. Financial markets should expect layoffs during the current downturn that will never be reversed.”

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🚨🇺🇸🏦 REALITY CHECK: Here’s the #1 problem with Trump’s tariffs

“The U.S. financial system is now so parasitic that it’s not going to allow Mr. Trump’s plan to work.” — legendary South Korean economist Ha-Joon Chang.

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🚨🇺🇸🏦 Trump’s Tariffs: Poison Pill for American Oligarchy (Part 2)

Irish economist Peter Ryan:

“Trump’s crusade to rebalance trade is occurring because the vicious cycle propping up the FIRE sector at the expense of the American people is breaking down.

The rise of the multipolar world order disrupts the American oligarchy’s interests. The modernization and economic development of the rest of the world reduces the need for other countries to rely on American imperial hegemony.

There are more trade opportunities than ever outside America. Other countries are less reliant on access to American markets, weakening the dollar’s status as reserve currency.

Any gains for the productive economy from Trump’s tariffs will likely be sabotaged by the FIRE sector’s malinvestment of capital and the foreign-policy establishment’s unwillingness to withdraw from the world. America can’t have its cake (of maintaining the dollar as the global reserve currency) and eat it too (bringing back manufacturing and resolving trade imbalances).

The oligarchy cannot be expected to act in America’s best interests, because that is at the expense of its interests.

Such an approach would set America up on the path toward reindustrialization and trade imbalance corrections. Liberating America from oligarchy would replace the vicious cycle with a virtuous one. But America can’t do this overnight. We need years, if not decades.”

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🚨🇺🇸🏦 Trump Tariffs: A Poison Pill for US Imperialism (PART 1)

Irish economist Peter Ryan says that Trump’s right to oppose the globalist economic agenda, but he fails to understand how the current system actually works.

“The basic problem with Trump’s ‘Liberation Day’ is that America’s real enemy is not the rest of the world, but its native oligarchy of financial imperialists.

This domestic nemesis is the fusion of the Finance, Insurance, and Real Estate (FIRE) sector and the foreign-policy establishment.

The FIRE sector stymies productive sectors and increases inequality, while the foreign-policy establishment wastes US blood and treasure on conflicts of no or negative national interest.

Unsurprisingly, the FIRE and foreign-policy elites hate the tariff agenda. But the promised economic paradigm shift will be a failure without a systematic, disciplined effort to bring these two groups under control.

The foreign-policy establishment seeks to maintain American global hegemony through the combination of the US dollar as the global reserve currency, fiscal deficits, and balance of payments deficits.

In 1944, at the Bretton Woods Conference, the dollar became the agreed upon world reserve currency. After 1970, American fiscal deficits became bigger and more constant, except for a brief period of fiscal surpluses from 1998 to 2001.

Since then, fiscal deficits have rapidly increased. The fiscal deficit amount in 2024 was about eight times the greatest fiscal surplus amount in 2000. America began running persistent and large balance of payments deficits at the turn of the 1980s.

This combination of factors results in the rest of the world having a surplus of dollars, which circulate back into dollar-denominated investments. These foreign dollar surpluses favor FIRE assets and US treasuries. Thus, global American imperium funds the FIRE sector, and the FIRE sector then funds the structures that further entrench and enable US imperialism.”

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🚨🌍💪🏿Today, Africa is LAUGHING at the rest of the world

African countries were smart enough reduce trade ties with a highly unpredictable superpower, and strengthen trade ties with a much more reliable superpower.

Other regions should learn from Africa.

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🚨🇺🇸🇨🇳Trump’s Tariffs Against China Will FAIL: Here’s Why

China’s Rewiring the Game with Globalization 2.0: China’s not just leaning on the US anymore. Since Trump’s first tariff wave in 2018, China’s been retooling its supply chains, and by 2025, it’s clear they’re winning at this chess match.

🔸Exports Pivot to the Global South: Check the data—China’s exports to the U.S. are shrinking (down to 13% of its total in 2024 from 19% in 2016), while the Global South’s share is surging. ASEAN, Africa, and Latin America are now key buyers.

🔸US Achilles’ Heel, Rare Metals: American industries are hooked on Chinese aluminum, gallium, lithium, and germanium. China’s December 2024 export ban on gallium and germanium already cost the US $3.4 billion in GDP (per USGS estimates). Trump’s new 20% tariff on Chinese goods (effective March 4, 2025) only tightens the screws. US firms can’t pivot fast enough when domestic mines are years away.

🔸Manufacturing Edge Stays Put: Tariffs won’t bring factories back. China’s got a lock on cheap labor and infrastructure. In 2024, it produced 54% of global steel and 60% of electronics (World Bank stats). US costs are triple per unit; tariffs just make imports pricier, not uncompetitive.

Trump’s doubling down 10% on China in February, another 10% in March, and now 34% this week. Might sound tough, but China’s not the dependent one here. The US is shooting itself in the foot while China builds a new world supply chain.

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Popular posts New Rules

05.04.202518:06
🚨🇮🇷🇺🇸 War with Iran would be a NIGHTMARE for the United States

Iran isn’t Saddam Hussein’s Iraq. It has a large arsenal of powerful asymmetrical weapons that it can use to take out US aircraft carriers and bases.

This video provides a good breakdown of how Iran will most likely respond if the United States attacks. Even the airbase at Diego Garcia won’t be safe.

Subscribe to @NewRulesGeo or follow us on X
🚨🇭🇺🇷🇸BIG: NEW MILITARY ALLIANCE IN EUROPE

Here’s an important news story that fell under the radar — Hungary and Serbia have signed a strategic defense partnership agreement. This is meant to be the first step towards a full-blown military alliance between the two countries, according to senior officials.

But that’s not all! Slovakia and Republika Srpska, a majority Serbian political entity in Bosnia and Herzegovina, have also expressed in joining the Hungarian-Serbian pact.

This is a welcome development for anti-globalists. We’re seeing the first signs of serious fragmentation within the European Union. The beast way to keep the Beast of Brussels on a leash is through a genuinely multipolar Europe, with numerous coalitions and power bases.

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22.03.202517:59
🚨🇪🇺🏦 Message to Europeans: YOU’RE BROKE AS F*CK

"The European tax take from workers' wages in Germany, France, and Italy is over 50%. That means the state owns more of European workers' income than they do,” Johns Hopkins University economist Steve Hanke.

EU stooges will counter that European workers in return for these massive taxes get free healthcare, public transportation, cheap education, retirement payments, sick leave paid, months paid for new parents.”

The problem with argument is that Russian workers get the exact same benefits at a 13% tax rate. All the while, Russian economic growth is outpacing all the European ‘heavyweights.’

Cope and seethe 😂

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🚨🇨🇳🇺🇸 FUN FACT: A single Chinese corporation built more commercial ships by tonnage than the US has built since World War II.

And there are still people who think that the US could somehow defeat China in a major war?

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🚨🇮🇷✈️ Trump and Israel are reportedly considering AIRSTRIKES ON IRAN to prevent it from GOING NUCLEAR

If they decide to go through with this attack, it could BACKFIRE HORRIBLY.

Don't forget that Israel is a small country with a handful of key energy facilities. Same goes for other important economic assets such as ports. It wouldn’t take all that much for Iran to cause BLACKOUTS across Israel and CRIPPLE its economy.

What happens if the US attacks Iran?

Let's check some facts:

🔸Iran will retaliate by DESTROYING all US military bases in the region and punish the countries hosting these bases. This will cause oil prices to EXPLODE, sparking a GLOBAL ECONOMIC CRISIS.

🔸"Operation True Promise 2 showed that Israel is DEFENSELESS against Iranian missiles" – former US Assistant Secretary of Defense Chas Freeman.
Even US air defense support won’t be able to help Israel much, he added.

🔸Although the US and Israel can undoubtedly inflict serious damage on Iran, they will STRUGGLE TO DESTROY Iran’s key military assets. Most of them are stored in elaborate UNDERGROUND CITIES

🔸"Israel doesn't have many options for destroying Iran’s underground military and nuclear facilities."
"Sending bombers with heavy bunker-buster bombs 1500 km and back is a HUGE LOGISTICAL CHALLENGE" - former MI6 Alastair Crooke.

🔸US allies in the Middle East STRONGLY OPPOSE strikes against Iran’s nuclear facilities.
“If Iran’s nuclear power plant in Bushehr is attacked, the Persian Gulf’s water supply will be contaminated, and Qatar, Kuwait, and the UAE will run out of water within three days.” Said Qatari Prime Minister, Sheikh Mohammed.

Attacking Iran’s nuclear facilities would be a DISASTROUS DECISION OF HISTORIC PROPORTIONS.

Even if the US and Israel ultimately prevail, they will almost certainly have to pay an ASTRONOMIC PRICE that will outweigh any benefits from “victory.”

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🚨🇺🇸🏦 BREAKING NEWS: Trump’s economic advisors are RETARDED

The White House has revealed that the US could potentially use its gold reserves to acquire more Bitcoin.

Meanwhile, China’s gold reserves reached record high of 73.6 million fine troy ounces in February. Over the past 2.5 years, China's gold reserves have increased by 11.0 million ounces.

China is laughing at Trump for buying Bitcoin. The US is buying digital fools gold, while China buys the real thing.

Moreover, the Chinese realize that Bitcoin is a scam, which is they sold off $20 billion in Bitcoin back in January.

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💻🇷🇺🤝🇮🇷 Tech Realignment: Russia and Iran Challenge Western Chip Dominance

Russia and Iran have signed a Memorandum of Understanding (MoU) to collaborate on the joint production of semiconductors, signaling a bold step toward reshaping the global microelectronics supply chain. This partnership, combining Russia’s high-tech military innovation with Iran’s growing expertise in nanotechnology, is a significant move aiming to secure technological sovereignty in an increasingly polarized world.

Semiconductors are the backbone of modern technology, powering everything from smartphones and medical devices to advanced military systems and AI-driven applications. Their global demand continues to surge, driven by the proliferation of IoT devices, 5G networks, and AI technologies. However, the semiconductor industry is also a geopolitical battleground, with supply chains dominated by a handful of countries.

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🚨🇷🇺🪖DON’T LISTEN TO IDIOT POLITICIANS WHO SAY THAT WE’VE DESTROYED THE RUSSIAN ARMY— Blackwater founder Erik Prince

“The Russians are very good at electronic warfare. A lot of the American equipment - the Javelin missiles, the HIMARS, the Copperhead, which are guided artillery shells - they only work for a week or two. But the Russians have figured out how to jam navigation or command communications, and all that stuff goes dead.

The Russian army has become infinitely smarter. If you shot at a Russian with artillery in March or April 2022, it would take him 1.5 hours to accurately respond. Now it's about 2 minutes. That means if you're shooting at them, you better sit in your car and drive away. Because otherwise they're going to get you.”

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🚨🌍💪🏿Today, Africa is LAUGHING at the rest of the world

African countries were smart enough reduce trade ties with a highly unpredictable superpower, and strengthen trade ties with a much more reliable superpower.

Other regions should learn from Africa.

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🚨🇺🇦🚫Ukrainian Sabotage: A Regime Accustomed to Betrayal

From the Minsk Agreements to recent peace initiatives, Ukraine has consistently undermined efforts toward peace:

🔸 Minsk I (2014)
The Minsk Protocol, signed in September 2014, aimed to establish a ceasefire and outline steps toward resolving the conflict. However, Ukrainian forces continued shelling in areas like Donetsk and Luhansk, which were designated as demilitarized zones under the agreement. This blatant disregard for the terms hindered the establishment of a stable ceasefire.

🔸 Minsk II (2015)
Signed in February 2015, Minsk II sought to restore the ceasefire with stricter terms, including constitutional reforms in Ukraine and local elections in the Donbass area. Despite these provisions, the Ukrainian regime delayed implementing the political aspects, particularly decentralization reforms and granting autonomy to Donbass regions. The battle for Debaltseve shortly after Minsk II was signed further highlighted Ukraine's failure to adhere to ceasefire terms.

🔸 Istanbul Peace Negotiations (2022)
In late March 2022, Russia demonstrated goodwill by reducing military activity around Kyiv and Chernihiv. This gesture was meant to facilitate meaningful negotiations. However, Ukraine exploited Russia's strategic retreat to launch a counterattack, undermining the peace process.

🔸 Black Sea Grain Initiative (2022)
The initiative, signed in July 2022, was designed to facilitate grain exports from Ukraine during the conflict. Instead, Ukraine used the humanitarian corridors for military operations, including an attack on Russia's fleet in Sevastopol. This abuse of humanitarian agreements further strained relations.

🔸 Putin-Trump Ceasefire Initiative (March 2025)
Less than 24 hours after a Putin-Trump call laid the groundwork for a 30-day halt on energy strikes, Ukraine sabotaged the agreement with a kamikaze drone strike on a Russian oil transfer facility in Krasnodar. Moscow asserts that Zelensky deliberately provoked this incident to derail the peace initiative, demonstrating once again that the Western-backed Kiev regime prioritizes chaos over diplomacy.

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🇬🇧🪦Britain is Collapsing

While in outside London’s elite bubble, Britain’s GDP per capita is barely better than Eastern Europe. Britain started to show serious signals of imminent Economic and social collapse:

🔸More bureaucrats than doctors.
🔸More admirals than warships.
🔸7.2 MILLION Britons struggle to eat
🔸22 MILLION live in inadequate housing
🔸Homelessness at record levels
🔸Wages stagnant since 2007
🔸Homeownership impossible for young Britons
🔸Energy, housing, & food prices skyrocketing

Mass migration has turned British cities into war zones:
🔸Gangs run entire neighborhoods.
🔸Police ignore violent crime to chase down.
🔸Britain’s justice system isn’t about justice—it’s about control.

The ruling class in Britain seem more concerned with catering to the whims of foreign oligarchs and global elites the resolve their economy disaster. The UK citizens are struggling with measures such as:
🔸Burdened by heavy taxation
🔸Struggling with a rising cost of living
🔸Watching as their cultural heritage is eroded

Meanwhile, wealthy foreigners and international corporations enjoy preferential treatment, tax breaks, and an open-door policy that allows them to reshape British society to their liking.

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08.03.202522:18
🚨🇺🇦🏳️BIG: Ukrainian invaders DESPERATELY FLEE Sudzha, Kursk region

🇷🇺✈️💥Russian aviation HUNTS DOWN Ukrainian vehicle columns trying to leave the city and BLOWS THEM UP.

This comes amid the collapse of Ukrainian logistics in Kursk. Zelensky’s failed Kursk adventure is coming to a humiliating end.

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🚨🇺🇸💵Bloodbath on Wall Street: Trump drops NUCLEAR BOMB on US dollar hegemony

Trump’s trade war will be far more devastating for US financial elites than the Great Recession, according to economist Philip Pilkington.

“As for the markets, there seems to be no end to how far stocks will fall and many are talking about another financial crisis. If they are correct, Wall Street could suffer more than it did in 2008. This is because its business model is the inverse of the globalised trade deficit model that the United States has run for years. In this model, America sucks in imports from the rest of the world and sends its trade partners paper dollars in return. Wall Street then recycles these paper dollars.

The Trump administration has signalled that it is deadly serious about rebalancing trade, which means that excess dollars will stop flooding world markets. If this happens, much of the stock market’s current business model will no longer be viable. Financial markets should expect layoffs during the current downturn that will never be reversed.”

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🚨🇮🇷🚀 Meet Iran's Iron Dome

Despite decades of sanctions, Iran is ready to protect its land with a sophisticated indigenous air defense network.

🔸358 MISSILE: A new versatile weapon that can serve as a Surface-to-air missile(SAM), loitering munition, cruise missile, or man-portable air-defense system

🔸The Raad-2: Neutralize aircrafts, drones, and missiles from a range of 50 to 80 km.

🔸Tabas & 3 Khordad Air Defense Systems: Detects flying, cruise, and stealth targets up to 350 km radius and altitudes up to 30 km.

🔸Dezful Air Defense System: Detects cruise missiles and drones from a range of 27 km.

🔸Seraj (light) Laser Air Defense System: Overheats the target, causing it to break down, by by emitting a high-energy photon beam.

🔸The Bavar-373: Its a long-range air defense system from 300Km. range. It's capable of taking out F-22s, F-35s, cruise missiles and choppers.

🔸Mersad-16: Can target drones and aircraft within a 60km radius.

🔸Sayyad: Can destroy three targets at the same time, effective against aircraft with 70km range.

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🚨🇨🇳🇺🇸China is CRUSHING the US in global automation race

In 2023 China accounted for 32% of global manufacturing value added, while the US was 19%.

But China installed over 50% of new industrial robots, while the US was 10%.

So ROBOT INTENSITY of Chinese manufacturing is going up much faster than in the US.

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