Trump's Unthinkable Plan to Reset the Dollar

#finance
#financement

Timestamps:
00:00 Intro
00:41 U.S. Mortgage Rates Surge To 7.45 Percent Overnight
01:24 Bill Ackman Warns Federal Reserve Rate Hikes Feed Inflation Loop
02:04 Host Details Unaffiliated Research Mission Live From Flight Tarmac
03:22 Ten-Year Treasury Yield Spikes To Highest Levels Since 2007
04:43 Near-Infinite AI ROI Drivers Render Corporate Borrowing Inelastic To Rates
05:42 Half-Trillion Corporate AI Debt Buildout Ignores Federal Reserve Tightening
06:18 Embedded Capital Costs Across Supply Chains Push Consumer Prices Higher
07:28 Central Bank Paradox: Rate Hikes Exacerbate Physical Inventory Shortages
08:26 Strategic Shift: Transitioning From Passive Buy-And-Hold To Institutional Tracking
10:29 Core PCE Inflation Calculation Methodology Changes Lower Reported Rates
11:40 Strategist Tom Lee Highlights Methodological Adjustments Impact On Equities
12:51 Historical Inflation Comparison: 1800 To 1940 Versus Post-1940
14:03 The Quiet Reset Engine: Suppressing Official Rates While Debt Shrinks
15:28 Treasury General Account Liquidity Injections Bypass Central Bank Signals
16:29 Federal Reserve Officials Discuss Treasury Direct Overnight Market Lending
17:40 Institutional Capital Rotates Out Of AI Risks Into Cash-Flow Fortresses
19:40 Outro