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SEPTEMBER MARKET INSIGHTS: BULL MARKETS, PEACE DIVIDENDS, AND THE FEDERAL RESERVE’S NEXT WAR
It’s impossible to ignore the historical parallels between today and another moment of profound transition, the early 1990s. U.S. President Donald Trump’s diplomatic efforts are channelling the “peace through strength” ethos that defined U.S. foreign policy at the end of the Cold War. Much like the peace dividend of that era, which allowed capital to flow from the military-industrial complex into innovation and new industries, Trump’s new deals aim to lower global tension, cut risk premiums, and unlock resources for economic
expansion.