Don't Fight The Trump QE

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James FoordInvesting Group LeaderFollow5ShareSavePlay(6min)CommentsSummaryTrump’s administration is aggressively boosting liquidity, directing $200 billion in mortgage-backed securities purchases to lower housing costs and support markets.These measures, alongside resumed Fed balance sheet expansion, create a pro-growth environment with strong credit and business cycle support.The Supreme Court’s likely tariff reversal could remove trade policy uncertainty, unlocking capital flows to affected sectors.While increased borrowing heightens future risks, I expect continued economic and earnings growth over the next 6–12 months.Looking for a helping hand in the market? Members of The Pragmatic Investor get exclusive ideas and guidance to navigate any climate. Learn More » vichinterlang/iStock Unreleased via Getty Images Thesis Summary President Donald Trump has always been known as a pro-market guy. This has not changed in 2026, and the Trump administration is clearly pulling every lever it can to accelerate growth and support the market. Most recently, the administrationThis article was written byJames Foord26.48K FollowersFollowJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth.
The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn more.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
