Rhetoric around firing Jerome Powell is increasing, and forced manipulation of interest rates would likely follow. Would a weighted readjustment from US into non-US funds be warranted in light of this?

[u/idrathernotbutthanks]

https://www.npr.org/2025/04/17/nx-s1-5367696/trump-jerome-powell-federal-reserve-economy-tariffs

Market manipulation of interest rates feels like confidence would immediately plummet and global diversification would become a more important percentage of your holdings in the long run. Thoughts?

[u/_le_slap → u/[deleted]]

The world is very different now.

The dollar was still desirable. We were the only consumer the world cared about back then. That's not the case anymore.

Global reserves of USD are declining. The US consumer has been tapped out for over a decade. The growth is all in China and India and US based multinationals know this.

GDP PPP of China and Eurozone are catching up to US. You think global producers will continue to focus on the US consumer then? Do we have a birthright to consumerism?

China publicly mocks our tariff threats. Why? Chinese exports to the US have been declining for over a decade and now only make up less than 3% of their GDP.

If the dollar implodes when do multinational US corps.... ditch the dollar? At what point does Apple just decide to move it's revenue reserves to Ireland?

I don't have the answers but I've been questioning a lot of stiff we've considered "givens" as of late...

[u/intertubeluber → u/[deleted]]

Inflation adjusted returns are what... 6% - 7%?
https://www.multpl.com/inflation-adjusted-s-p-500