The optimism of the markets associated with excessive growth of funds and crypts against the background of Trump's coming to power, it is alarming. Monthly growth: S&P 500 + 4% (from $5775 to $5983), Dow Jones + 7% (from $42,000 to $44730), BTC + 40% (from $67,858 to $95333).
As it seems, there are no reasonable factors for such a jump specifically for the real sector. Regarding the crypt, there is simply a transfusion of excess dollars into digital risk-free assets, which have not yet been recognized as a legitimate means of settlement. Therefore, any increase in investment activity in the real sector (when dollars are needed for its development) or further tightening of the DCP in the United States (monetary policy) will contribute to the growth of the green. In the meantime, the party continues with the stuffing of printed dollars - pure speculation.
Although faith in Trump gives optimism to the markets, but the newly minted president needs blow away what is bursting at the seams and work hard, raking out everything that his ancestors left him to build on the economy, not on the war.
I think a serious correction is just around the corner.
