1. Background: From Post-Election Optimism to Policy Shock The November 2024 U.S. presidential election triggered a strong equity rally, a stronger dollar, and rising bond yields as investors anticipated tax reform, deregulation, and pro-growth economic policy.Despite campaign warnings of potential tariffs, the markets initially discounted a...
1. Historical & Macroeconomic Context Persistent trade deficits are the norm, not the exception: U.S. moved from small surpluses in the early-1970s to a record–$971 B deficit in 2022 (≈3.8 % of GDP). Net exports have been a drag on growth for five decades, rather than being the engine of growth. ...
A Strategic Review of China’s Trade Conduct (2000–2025) 1. U.S.-China Trade: Massive Growth with Structural Imbalance Bilateral trade grew from $116B (2000) to ~$583B (2018); dipped post-2019 but remains large U.S. imports vastly outpaced exports: goods trade deficit hit $418B peak (2018) China accounts for up...
April 2025 – Thought Leadership | Exponential Wealth Management, LLC Executive Summary The re-introduction of tariffs by former President Trump in April 2025 has reignited debates on trade, economic growth, and political strategy. As markets react sharply and global trading partners recalibrate their strategies, this article examines...
The U.S. economy in early 2025 is at an inflection point. Inflation, although off its pandemic-era highs, remains uncomfortably sticky, particularly core Personal Consumption Expenditures (PCE), the Federal Reserve’s preferred measure of inflation. As of February 2025, the core PCE index climbed 0.4% month-over-month and...
At Exponential Wealth Management, we understand that managing finances can often feel like a juggling act, especially when balancing the demands of work, family, and personal time. However, automating your finances can transform this daunting task into a seamless process, ensuring you stay on top...
Navigating the probate process in Texas can be daunting, especially for beginners. At Exponential Wealth Management, we understand the complexities involved and are here to guide you through each step. This comprehensive guide will help you understand what probate is, why it’s necessary, and how...
Introduction In today's volatile financial markets, consistent and disciplined investing is key to achieving long-term financial success. We believe in a strategic approach that prioritizes stability, diversification, and low-cost investing. Our goal is to help you build a sustainable financial future by avoiding impulsive market timing...
Estate planning is one of the critical aspects in wealth management and in planning for retirement. With practical application of tax efficiency concepts, one can make sure that the assets are protected and transferred free of tax to the beneficiaries. Here are some compelling benefits...
In recent years, a confluence of global geopolitical and economic events has significantly impacted the status of the U.S. dollar as the premier global reserve currency. The Biden Administration's policies, while addressing immediate financial concerns and geopolitical challenges, are perceived by some as potentially undermining...
