How will Trump affect pensions and investments ?

[conor_mc]

Surely increasing taxes is the only?

Or inflation.

Last time US sovereign debt was at this height vs GDP was after WW2. It really took until the early 80's (35 years) before that ratio bottomed out, and that required a structural change in ditching the gold standard along with a decade of stagflation in the 70's.

 

[Billythebuilder]

Or inflation.

Last time US sovereign debt was at this height vs GDP was after WW2. It really took until the early 80's (35 years) before that ratio bottomed out, and that required a structural change in ditching the gold standard along with a decade of stagflation in the 70's.

Wonder whether U.S inflation was more created or helped along in the 80's??

Be interesting to see how the Japan carry trade plays out regarding U.S bonds after borrowing for years at low Japan rates and pumping it into U.S markets.

 

[ClubMan]

https://www.cnbc.com/2025/06/26/how-the-stock-market-made-it-back-to-a-new-record-even-with-so-much-still-to-worry-about.html

How the stock market made it back to a new record — even with so much still to worry about​

The S&P 500 is less than 0.1% away from closing at a new record, rebounding from a near 20% sell-off in April. The tech-focused Nasdaq 100 is already one step ahead, hitting an all-time high on Tuesday. The latest leg higher came as investors bet a ceasefire in the Middle East could prevent a major disruption to global oil supply.

 

[Setforlife]

Have seen this mentioned a lot but the dollar is still well down v the euro since the start of the year, so pension funds are still down in euro value. My own fund as of today appears to be back close to flat on the year, but that’s including 6 months of contributions, in real terms it’s about 4% down.