Jim Bianco on What a 'Mar-a-Lago Accord' Could Mean for the Economy
Odd Lots25 Feb 2025

Jim Bianco on What a 'Mar-a-Lago Accord' Could Mean for the Economy

The so-called “Mar-a-Lago Accord” has suddenly become a hot topic on Wall Street, with some investors and analysts starting to take the idea more seriously, holding meetings with clients and publishing research notes about the rumored plan. A riff on the 1985 Plaza Accord — named for the hotel where it was devised — the idea is that the Trump administration could achieve its economic aims through a reordering of the financial system that would include a conscious effort to devalue the dollar. The basic components of the plan were laid out by Stephen Miran, President Donald Trump’s nominee to lead the White House Council of Economic Advisers, and drew on the work of Zoltan Pozsar. So how exactly could this all work? And what problems are the Trump administration trying to solve exactly? On this episode, we speak with Jim Bianco, president and founder of Bianco Research, who has been briefing his clients about the possibilities.

Read more:
Three Names You Need to Know to Understand the Future of the International Monetary Order
‘Mar-a-Lago Accord’ Chatter Is Getting Wall Street’s Attention

Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots

    See omnystudio.com/listener for privacy information.

    Avsnitt(1184)

    What We Learned About Treasuries on the Night of April 8

    What We Learned About Treasuries on the Night of April 8

    When stocks are plunging in a typical market environment, people reach for safe haven assets like US Treasuries. But we've seen that phenomenon break down more and more. It broke down in a sustained w...

    28 Apr 202543min

    Lots More on How TikTok Options Traders Got Quiet

    Lots More on How TikTok Options Traders Got Quiet

    Over the last few years, retail traders have gotten into options in a major way. Selling puts, buying calls, trading volatility — what used to be the domain of niche experts engaged in practical hedgi...

    26 Apr 202521min

    Anna Wong: Empty Shelves Are Coming Soon

    Anna Wong: Empty Shelves Are Coming Soon

    If you look at most of the official hard data right now, there still isn't much evidence of a sharp downturn. Sure, all the surveys are abysmal, but the actual measures of economic activity are ok. Bu...

    25 Apr 202523min

    David Woo: What Trump Started is Worse Than a Trade War

    David Woo: What Trump Started is Worse Than a Trade War

    For the most part, Americans haven't felt much pain yet from the tariffs that Donald Trump introduced (and then partially walked back) on April 2. The damage is highly visible in financial markets, bu...

    24 Apr 202545min

    Big Take: What a Bacon, Egg and Cheese Teaches Us About the Economy

    Big Take: What a Bacon, Egg and Cheese Teaches Us About the Economy

    When it comes to measuring economic pain, the cost of a humble breakfast sandwich might not be top of mind. But Bloomberg has an index that tracks the rising cost of a bacon, egg and cheese sandwich, ...

    23 Apr 202520min

    This Is What President Biden's CHIPS Office Actually Did

    This Is What President Biden's CHIPS Office Actually Did

    One of the stated goals for the current trade war is to build more industrial capacity in the United States. So far there doesn't seem to be much of it happening. In fact, all of the manufacturing sur...

    23 Apr 202544min

    Martin Wolf on Trump's Shakeup of the Global Order

    Martin Wolf on Trump's Shakeup of the Global Order

    Martin Wolf has been called one of the world's most important economics commentators, and has for decades written in columns and his own books about the evolution of the global economy, chronicling th...

    21 Apr 202558min

    Here's Why Uncertainty Is An Economic Killer

    Here's Why Uncertainty Is An Economic Killer

    Here's Why is Bloomberg’s short explainer podcast, where we take one big news story and break it down in just a few minutes—with help from our experts across the newsroom. We're dropping into your fee...

    20 Apr 20259min

    Populärt inom Business & ekonomi

    framgangspodden
    varvet
    svd-tech-brief
    rss-jossan-nina
    rss-borsens-finest
    badfluence
    rss-svart-marknad
    uppgang-och-fall
    avanzapodden
    fill-or-kill
    bathina-en-podcast
    rss-inga-dumma-fragor-om-pengar
    tabberaset
    rikatillsammans-om-privatekonomi-rikedom-i-livet
    rss-dagen-med-di
    lastbilspodden
    24fragor
    borsmorgon
    kapitalet-en-podd-om-ekonomi
    bilar-med-sladd