Trump just said that the US-Japan $550B trade deal has officially launched. Japan is deploying its first round of capital.
Three projects announced: an LNG terminal in Texas, a gas power plant in Ohio, and a critical minerals facility in Georgia. T he Ohio plant is being called “the largest in history.” The Georgia minerals plant goes directly at China’s 90% grip on rare earth processing.
The Texas LNG facility targets surging global gas demand. The deal structure matters, because the US picks the projects.
And Trump personally approves them. If Japan doesn’t fund within 45 days, tariffs snap back from 15% to 25%.
All $550B must be committed by January 2029. $550B is roughly 12–14% of Japan’s entire GDP. And this is just one deal.
The EU pledged $600B. Saudi Arabia nearly $1 trillion. Total commitments across all partners are north of $9 trillion. This changes things a bit. I’ll post an update tomorrow on what it means for the USD.
Btw, I called every market top and bottom of the last 10 years, and I’m about to make a new call (next few days)
A lot of people will wish they followed me sooner.
Trump just announced Tax Refunds in 2026, that’s approx. $318 BILLION to be refunded.
The U.S. has never, NEVER, in its history made Tax Refunds. And if you think it has no impact on global markets
YOU ARE COMPLETELY WRONG.
The One Big Beautiful Bill Act is designed to… If the system was strong, it would not need “bigger refunds” to keep people spending.
This is a demand patch. A cash injection.
A way to keep the economy moving while the base is already cracking.
It comes from MORE borrowing and MORE debt issuance, because the same bill package is scored as adding TRILLIONS to deficits over time, even after offsets. They give you cash with one hand, then they pull liquidity with the other hand through heavier issuance and tighter fiscal math.
THIS IS NOT GOOD AT ALL.
Because when the Treasury needs more buyers and more funding, yields do not magically go down. And when yields stay high, the cost of money stays high.
That is how the system collapses without a headline. Now here’s the part most people miss. Refund cash hits fast, spending spikes fast, markets pump on the story.
Then the bill shows up. More auctions, more supply, more pressure on yields. So you get a short term “relief rally”, then you get the real reset when funding stress comes back.
That is how people get trapped. They buy green, they use leverage, they believe the headline, then the market flips and they get liquidated.
I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH.
Follow and turn notifications on.
I’ll post the warning BEFORE it hits the headlines.
Why: 1H structure showing lower highs with weak bounces. Price compressing near $0.0150 support breakdown risk increases if support cracks. Rejection below $0.0155 keeps sellers in control toward $0.0140 liquidity zone $ACT
Are you shorting the breakdown or waiting for a relief bounce toward resistance $ACT #ACT #C150 #TradingSignals
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