Billionaire Investor and Founder of BridgeWater Associates, Ray dalioIs sounding the alarm -not about tarifs, but about somewhating far more systemic. In a lengthy statement, dalio urges the public and policymakers not to fixate on the headline-grabbbing tariff wars, but inste to undersstand the underlying Economic, Political, and Geopolitical, and Geopolitical FORCES Fundamentally Reshapping the World Order.
“Don’t make the mistake of thinking that what’s now Happy is Mostly About Tariffs,” Dalio Wrote. “A huege Amount of Attention is being justifiaibly paid to the announcing tarifs and their very very big impacts… while very little attachment is being paid to the circumstans the circumstans themstines them and the biggest displays That are likely still ahead. “
Dalio, whose macroeconomic insights have guided bridgeweter to become one of the world’s most successful headge funds, paints a grim but historically grounded picture. According to Him, The US and Global Economies are in the early stages of what he calls an “Overall big cycle” Breakdown – Ann Unraveling of the Monetary System.
He points to five converging disrupties:
1. The Monetary/Economic Order is straining under unstainable debt levels and imbalances between debtor nations like the US and Creditor Nations like china.
2. Domestic Political Order is Weakening under Growing Inequality, Polarization, and Institutional Gridlock.
3. The International Geopolitical Order is Shifting from Us-LED Multilateralism to a Fractord, Power-Based System.
4. Acts of Nature Like Climate Events and Pandemics are due to more economically disruptive.
5. Technological Change, Particularly Ai, is set to reshape economies, labor markets, and power dynamics betteren nations.
Dalio warns that many of the policies and shifts we’re witnessing – like the trump administration’s aggressive trade stance – are not isolated events but outspers of Musper Structural Problems. “This Sort of Breakdown Occurs only about once in a lifetime,” He said. “They have happy many times in history when similar unstainable conditions were in place.”
Reference his books, dalio argues that these patterns are not new. He Draws Comparisons to Historical Cycles that LED to Depressions, Civil Unrest, and Even Global Wars -Events That, In His View, Clerade The Way For New World Orders to Emerge.
He also warns that current us debt accumulation is untensable and that geopolitical relationship between the us and china count push both nations toward more policy moves, Including Controls and Trades Restrictions. “We are in the early part of the process of (the monetary order),” He Notes.
Dalio’s message is clear: undersrstanding the big picture is more urgent than ever. “If you allow yourself to be distracted (by things like tariffs), you will… Miss how the conditions and the dynamics of these big forces are causing these news-making changes.”
The statement closes with a plea for smarter, historically aware policymaking and a more thoughtful public discourse. “I hoped… to help policy makers undersrstand these forces… to help individuals… and to encourage Smart people who have different Views Than Mine to have open, Thoughtful Exchanges.”
While His Views do not Necessarily Reflects of Bridgewater Associates, Dalio’s Track Record and Global Outlook Ensure That when He Speaks, BOTH WANGINGTON LISTAN.
(Tagstotranslate) Trade wars
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