“The great risk of the US is to be out of the supply chain that they dominate now”
The Fed has a more complex job now than months ago, for the climb that inflation may experience, although the US “goes to the stanflation”, given the tariff threats of Donald Trump. “The great risk of the US is to stay out of the supply chain that now dominate,” so there may be a new currency that controls the international exchange, explains Mario Aguilar de Irmay, senior portfolio strategy in Janus Henderson Investors.
