September 24, 2025
“From Trade to Taxes: What’s Next for Markets” – Barry Knapp discusses the evolving policy mosaic under the Trump Administration and explores how shifts in government spending, taxation, trade, regulation, immigration, and monetary policy may shape the market landscape in the months ahead.
During most stock market sell-offs, the dollar tends to rise. However, Julian Brigden, co-founder of Macro Intelligence 2 Partners, explains to host Jack Farley of Monetary Matters why he believes the U.S. dollar will weaken as the stock market declines, as a bubble in dollar assets is burst by new U.S. fiscal policy.
During most stock market sell-offs, the dollar tends to rise. However, Julian Brigden, co-founder of Macro Intelligence 2 Partners, explains to host Jack Farley of Monetary Matters why he believes the U.S. dollar will weaken as the stock market declines, as a bubble in dollar assets is burst by new U.S. fiscal policy.
During most stock market sell-offs, the dollar tends to rise. However, Julian Brigden, co-founder of Macro Intelligence 2 Partners, explains to host Jack Farley of Monetary Matters why he believes the U.S. dollar will weaken as the stock market declines, as a bubble in dollar assets is burst by new U.S. fiscal policy.