On The Cusp of Economic Disaster

It’s do or die for the Trump Administration right now.

London | Brisbane. 23rd March 2026.

Trump’s ill thought-out Iran mission has hiked oil and, more importantly, gas prices globally resulting in a change of strategy for central banks. What was a cutting bias, is now a hiking bias. Exactly the last thing the US Administration wanted.

And amazingly, Powell is now firmly in charge of the US rates narrative as Trump’s bungling reveals the true competence deficiency behind all the bluster and bravado. 

Bond yields have risen sharply as real and perceived inflation pressures are now firmly in policy mindset. Gold, Silver and equities have been hammered as investors seek liquidity. 

The USD has appreciated as investors raise cash to cover potential margin calls, but not that much. The USD has risen 4% but Gold has lost 20% in the last few weeks.

What is a crisis for world peace now, could easily spill into a crisis for the USD. It’s at a pivotal point. If Trump and Bessent can’t get their act together, a really big change in global asset values is on its way.

And US Government debt just hit US$39,000,000,000,000.

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Ian Reynolds: Trader & Investor | Former Bank Foreign Exchange Market Maker | Early investor in Bitcoin &  Tech Founder. Helping investors understand the radical changes coming in macroeconomics and geopolitics. 

Suberia Capital: Special situations investing for high net worth individuals. 

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