EXPOSED: Trump’s Tariff War Isn’t New – It Started in the ’80s - Rosenberg Research I Robert Embree
In this explosive episode of Soar Financially, we welcome Robert Embree, Senior Economist at Rosenberg Research, to unpack the growing economic storm. From Trump’s tariff shocks to the global slowdown, Robert shares what most analysts are still missing.
We break down the recession probabilities, a shaky bond market, energy-driven inflation, disinflation, and why gold is the only asset standing tall. Is the Fed too late again? Will capital flee U.S. markets for good? And what’s really driving the dollar’s decline?
Robert also discusses how Canada’s political shift could alter trade dynamics—and why the labor market delay might be over.
#Recession2025 #TariffWar #GoldRally
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👨💼 Guest: Robert Embree, Senior Economist
🏢 Company: Rosenberg Research
🌎 https://rosenbergresearch.com/
📅 Recording date: April 23rd, 2025
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00:00 – Why Markets Are Misreading Trump
02:00 – IMF Growth Downgrades & Global Shock
04:20 – Trump’s Long Game on Trade
06:15 – Market Sentiment Disconnect
08:00 – Canadian Election: Carney vs. Trump
11:30 – Recession Forecasts from Big Banks
13:00 – What Would Avoid Recession?
15:00 – Labor Market Finally Normalizing
17:20 – Fed’s Dilemma: Cut or Wait?
20:00 – Oil Prices as QE for the People
22:30 – What the Bond Market Is Signaling
26:00 – U.S. Dollar Weakness Explained
29:00 – Gold’s Breakout & Silver’s Delay
33:00 – Where Robert Sees Value Now
37:00 – Final Thoughts & Outlook
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#Recession2025 #TariffWar #GoldRally #USDollar #TrumpEconomy #Inflation #FedWatch #MacroTrends #BondMarket #SilverSurge #CanadaElection #USChinaTrade #Commodities #SoarFinancially
