1 AUG may begin the full on crash. Why? DT’s 25% tariffs against Japan will cause Tokyo to retaliate with a massive US bond dump.

 https://x.com/DougAMacgregor/status/1942963449161502730

Douglas Macgregor

@DougAMacgregor

1 AUG may begin the full on crash. Why? DT’s 25% tariffs against Japan will cause Tokyo to retaliate with a massive US bond dump. Bessent is headed to Tokyo now with the goal of stopping it, but unless we halt the Tariff War the Japanese will proceed. This may explain why Putin keeps the Ukraine War in the background and ensures oil, gas, agriculture, and other commodities are exported. This way the ruble continues to gain in value or at least maintain its value. Putin wants the war to crush the West economically. With China backing Russia in both commercial product exports to Russia as well as dual use materiel (like fiber optic spools), the Russian economy will continue to gain strength.

1:05 AM · Jul 10, 2025

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https://x.com/DougAMacgregor/status/1942963449161502730