The world is not up to the

The world is not up to the president of the United States.

Most people thought that if Trump was elected, virtual currency and Tesla would be a big hit, but if the expected issue becomes a reality, like the famous adage to buy from rumors and sell it to the news, the good news disappears and the market price falls more often. You have to recognize this as noise and focus on the essence to see the phenomenon right away.

On the surface, Trump appears to be supporting his country's market economy through protectionism and U.S. priority, but he is actually on the path of isolation, increased uncertainty, and recession. Although he intimidates the other country through tariff hikes to gain an advantageous position and induce reshoring for companies, a series of processes are too radical and radical to create backlash and uncertainty. In fact, Trump is overusing six times as many executive orders as in the beginning of his last administration.

These aspects negatively affect the middle class's consumer sentiment, which supports the U.S. economy, forcing them to close their wallets. The Trump administration's policy goal is to stimulate the economy by lowering interest rates and the weak dollar, but the CPI consumer price index is rising and the consumer sentiment index is falling due to the tariff hike. Over time, consumption is likely to shrink further, resulting in a triple weak, which will control prices, the economy, and stock prices.

In fact, Bitcoin, a speculative asset, has fallen by nearly 30 percent since Trump took office, and the U.S. stock market is also shifting to a price adjustment beyond a period adjustment. On the other hand, European and Chinese stock markets, which have been at odds with Trump, have been on the rise for the first time in a long time. Trump's radical move seems to give opportunities to competitors.

Safe assets are supposed to be in the spotlight when uncertainty is amplified. This is why gold prices are soaring these days. In addition to gold, government bonds are also a good investment destination. Personally, I am paying attention to US bonds and the Chinese stock market from a mid- to long-term perspective. However, currency hedging must be done because exchange rate volatility will intensify.