Tag: deregulation

Here’s What the Democrats Don’t Want You to Know About the Trump Economy

“It was the fourth highest month for private payroll growth in the past two years,” she continued. “9,000 manufacturing jobs have been added to the economy already! This is a sharp contrast to the 6,000 manufacturing jobs that were lost each month in the final two years of the Biden administration.”

The inflation picture has also improved dramatically. The latest report showed the first consumer price decline since the COVID pandemic, driven by decreasing energy prices and real wage growth. Current inflation sits at 2.4%, significantly lower than the previous administration’s peak of nine percent.

Investment figures are equally impressive. The administration has secured $5.2 trillion in domestic and foreign investments since January. Major players like Apple, NVIDIA, Softbank, Oracle, and OpenAI are leading the charge. Notable among these is a historic $500 billion artificial intelligence infrastructure project involving Softbank, Oracle, and OpenAI.

Recommended: Maybe Trump Does Deserve a Third Term

Private sector investments in the U.S. have topped $1.8 trillion, with major contributions from the pharmaceutical and energy industries. Hyundai alone has pledged $21 billion, projected to create around 100,000 jobs. Since President Donald Trump took office, foreign investments have surged past $3.3 trillion—over half the total—driven by countries like the UAE, Japan, Saudi Arabia, and India.

Bessent outlined new initiatives to boost domestic manufacturing, announcing full cost expensing for companies relocating factories to the U.S. “You can fully expense the equipment and the building,” he explained, adding that this would be coupled with “deregulation, cheap energy, and regulatory certainty.”

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Druckenmiller Declares: U.S. Going From ‘The Most Anti-Business Administration In History To The Opposite’

Duquesne Family Office Chairman Stanley Druckenmiller stated Monday that “animal spirits” have returned to the market, fueled by “giddy” CEOs anticipating Trump’s return to the White House. Speaking to CNBC, the billionaire investor argued that the U.S. economy is shifting from “the most anti-business administration” in history to the most business-friendly administration. 

STANLEY DRUCKENMILLER: The economy is very interesting. We’re at a very low unemployment rate, essentially 4%, with 3% GDP growth. I’ve been doing this for 49 years, and we’re probably moving from the most anti-business administration to the opposite. We do a lot of talking to CEOs and companies on the ground, and I’d say CEOs are somewhere between relieved and giddy. We’re believers in animal spirits. Paul Ryan was on your show last week talking about a 32% increase in business confidence over the last 12 months, which is probably a record in terms of change.

So the economy looks very strong, at least for the next six months, which is about as far out as one can see with any degree of confidence.

In terms of the markets, I would say it’s complicated. Despite what I just said about all the wonderful things about the economy, we have an earnings yield to bond yield ratio that’s probably the most unattractive level in 30 years.

So you’ll have this push of a strong economy versus rising bond yields in response to that strong economy, and that makes it hard to have a strong opinion one way or the other on the market.

I will say this: in my business, every change creates change in security prices, and having this kind of radical shift from one administration to another, in addition to what’s going on in the private sector with innovation, then you’ve got deregulation from the government, disruption. I think there’s going to be plenty of chance, plenty for your viewers to do. I wouldn’t worry about the market, I would focus on individual stocks. 

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