– “Walking in a Winner Wonderland” –

Two years ago CTH began discussing the ramifications to a new emphasis on the economy outlined as a possibility of candidate Donald Trump’s economic policy outlook. Within the overall discussion we walked through the anticipated changes possible if A.) Trump won the election, and B.) Trump began instituting Main Street economic policy ahead of Wall Street policy (the past 20+ years).
We discussed the new dimension that would occur between two economic engines (Main Street -vs- Wall Street) as three decades of federal policy shifted. CTH outlined anticipated economic activity in the space between the two dynamics.

Part of those discussions focused on energy costs (we see them lowering), product costs (we explained how inflation would be weird), and importantly, wage rates. It takes several months of policy emphasis, actual outcomes, before the labor market wage rates would grow. We anticipated seeing that impact in Q1 of Fiscal Year 2018, which is October 1st 2017.
Today the Job Opening and Labor Turnover Survey, “JOLTS report”, begins to show the initial stages of that wage rate increasing trend. The job market has tightened,… considerably. *Note* We are ending fiscal year Q4 (July, Aug, Sept.) and the trend within MAGAnomics is responding according to predictions. For those of us who argued these policy theories for the past two decades, these results are really cool.
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Earlier today President Trump celebrated a new innovative product that will be made in the U.S.A.  Merck, Pfizer, and Corning have developed a glass product for the pharmaceutical industry that prevents breakage, increases safety and will be made exclusively in the U.S.

[Transcript] 3:05 P.M. EDT – THE PRESIDENT: Well, thank you very much. Very exciting — and exciting times at the White House. A lot of things happening that are so great for our country. I want to welcome Made in America Week. This is what we call Made in America –right here, and they’re all here. Some of the great business minds, businesses geniuses. Congratulations fellas, that’s not a bad statement. (Laughter.)
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Earlier today USTR Robert Lighthizer released President Trump’s NAFTA Objectives outline to congress and the American people.  The NAFTA renegotiations are scheduled to begin in August.
The bilateral trade negotiations with the EU (European Union), S.E.A.N. (Southeast Asian Nations), China, U.K. and all other nations will follow -individually- after the NAFTA process is complete.

It cannot be overstated how critical this is.  Please, please, understand.  There are trillions of dollars at stake.   All political opposition to President Donald Trump will increase in exponential severity as the dates of these renegotiated trade deals draws closer.  There are trillions of dollars at stake.   The entities outlined below will throw everything at the current administration in an effort to secure a better financial outcome for their interests.
Multinational Corporations, Wall Street interests and Multinational Financial stakeholders (mostly banks and foreign governments), have lobbied DC politicians for decades to create trade outcomes favorable to them.  It is, at its core, the financial and policy cancer that has distributed America’s physical and financial wealth globally. Additionally, multinational corporate media are part of this entire process and are stakeholders in the outcomes.
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Turkey’s President Recep Erdogan admits the only reason for being in the Paris Climate Treaty was to get money from the U.S. and other more wealthy nations.  Now that the U.S. has pulled out of the treaty, there’s no reason to expect the financial benefits.
Proving yet again, for the eleventyth time, that the entire construct of the Paris Climate Treaty had nothing to do with the actual climate (ie. weather), and everything to do with economic wealth distribution.

(Reuters)  The U.S. decision to pull out of the Paris climate agreement means Turkey is less inclined to ratify the deal because the U.S. move jeopardizes compensation promised to developing countries, President Tayyip Erdogan said on Saturday.

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The left-wing media are trying desperately to put their best-face-spin on their concessions to President Trump surrounding climate change and free/fair trade provisions included within the G20 Communique.
However, the verbiage directly and specifically paves the way for the U.S. team to begin leveraging economic market power with unilateral trade agreements.

Hamburg (AFP) – US President Donald Trump won key concessions on climate and trade Saturday from world leaders at the most fractious G20 summit to date, in exchange for preserving the unity of the club of major industrialised and emerging economies.

In a final statement agreed by all 20 economies, 19 members including Russia, China and the European Union acknowledged Trump’s decision to go his own way on taking the US out of the 2015 Paris climate accord.

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Everything President Trump is presenting within the America-First economic plan is connected.  As President Trump and his economic and national security team confront N-Korea, via China’s enabling, the economic dynamic underlines the framework.

Always remember, each part of the message is connected to each other part of the policy.

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[Transcript] My fellow Americans, Here at the White House, we are dedicating the month of July to three of our favorite words – MADE IN AMERICA. For more than two centuries, those three beautiful words have been the world standard for quality, craftsmanship and excellence – and they still are today.

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U.S. Jobs Growth exceeded expectations in June by adding 222,000 jobs. Well beyond the anticipated 170,000 original forecast.   The government also revised up its estimate of job growth for April and May by a combined 47,000.

However, the economic dissonance is still evident within the fed analysis:

[The] cycle of limited wage gains and low prices has kept inflation in check, to the consternation of the Fed, which wants to see slightly higher inflation to justify its campaign to raise short-term rates. (link)

As we previously shared there’s a predictable inability of federal economists to understand what happens when executive administrative policy reverses course and establishes the benefit to Main Street, ie. the middle-class, over Wall Street. The feds cognitive dissonance is evidenced because modern economic theory cannot reconcile the space between two economies, Wall Street and Main Street.

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Secretary of State Rex Tillerson and Treasury Secretary Steven Mnuchin outline the past 48 hours of diplomatic discussions within the framework of the G20.

**Remember** as you read this transcript, e.v.e.r.y.t.h.i.n.g eventually boils down to economics and the seismic geopolitical shifts currently underway.  (See Bottom for Important Detail)

[Transcript] 7:18 P.M. CET – SECRETARY MNUCHIN: Hi, everybody. I just want to highlight very briefly, and then Secretary Tillerson will go on, and then afterwards we’ll both answer a few questions.

But President Trump has had a very, very significant few days. I think, as you know, we went to Poland on Wednesday. In Poland, he met with 12 different leaders. We had bilats with Croatia and with Poland, as well as 10 other leaders at the Three Seas Conference where we talked about energy — the importance of the energy markets, the importance of supplying independent energy, infrastructure and opportunities there. I think, as you know, the speech which was just incredibly well-received, is part of our “America First But America Not Alone.”

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A “SME” (pronounced ‘smee‘) is a Subject Matter Expert.   President Trump’s entire cabinet is an assembly of specific SME’s for a specific economic purpose.

The entire landscape of modern geopolitics is an assembly of various nations specifically focused on their economic interests.  Fundamentally, the economics of a nation is the cornerstone for their ability to hold, advance, influence and present their ideology.

Without the underlying economic capability to provide sustainability and stability, the nation, any nation, cannot maintain itself regardless of the underlying political outlook.  In short, as the old verse presents: “money makes the world go ’round“.  Everything boiled down to it’s essential core – is about economics.

The shock to the system of modern multinational financial interests was created by an earthquake known as Trump; which created a seismic shift via the 2016 U.S. presidential election outcome.

The tectonic political and economic shift was so unsettling to the global elites -who created a decades-long system of global financial interests- they have been thrashing around desperate to regain footing ever since.

All modern political alliances are based on this economic reality, and every single action taken by every member within each grouping is based on their affiliated and interconnected self-interest in the underlying economic equation.

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Sharing only because CTH readers have a more thorough understanding than most; and we are entering a phase of extreme consequence.

Donald Trump doesn’t bluff.

Bluffing is for those who accept they may or may not win.  The outcome is based on an unpredictable response from the opponent.

In business or in life, go review the decades of available information and you will see that Donald Trump, now President Trump, doesn’t bluff.  It’s one of the reasons he so openly owns the downsides.  It’s also the reason he has never engaged in the stock market.

President Trump controls outcomes.

Donald Trump the person, doesn’t wait for an entity, ally or opponent to enter his orbit. He greets them at the perimeter.   Trump doesn’t sit with his back to the door, he positions to see all upon entrance.   Donald Trump doesn’t try to hide his interest, he’s quite open about any engagement he is focused upon.

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