“Mar-a-Lago Consensus”: FOMC + G(1+6) Doesn’t Equal G7

“It’s not unlike driving on a foggy night or walking into a dark room full of furniture. You just slow down.”(Jerome H. Powell)

(Source: Guardian, caption, and editing by the Author)

Summary:

· The “Mar-a-Lago Consensus” author in residence has, finally, confirmed that those who do not finance the “US Unipolar Exorbitant Privilege” will be sanctioned.

· OPEC+ must cut energy prices, at least as much as the “Mar-a-Lago Consensus” threatened tariffs, on sanctioned non-US purchasers, to maintain market share.

· China confirms that “Mar-a-Lago Consensus” is deflationary, upstream and downstream, in energy security terms.

· Chinese healthcare disinflation is a generic poison pill administered domestically and exported globally.

· “Mar-a-Lago Consensus” differentiates G7 into G1+6, in order to divide and conquer.

· Canada and Germany have become the joint second case studies for “Mar-a-Lago Consensus”.

· “Clacton-on-Sea Consensus” is the Anglicized “Mar-a-Lago Consensus”.

· Starmer doubles down on Blair’s Britain Project.

· Global Blair Inc. Witch Project Alumni have inserted themselves, between a “BlackRock and Hard Place”, into the “Special Relationship” rebuilding process.

· Said Global Blair Inc. Witch Project Alumni have, simultaneously, initiated a Blair Witch Hunt into the “Starmergeddon” Labour Party leadership change management process.

· “Starmergeddon” will be the culture clash between the Britain Project and “Clacton-on-Sea Consensus”.

· The Fed must now wait for the disinflationary tailwinds of “Mar-a-Lago Consensus” to blow corresponding interest rate cuts.

· “Mar-a-Lago Consensus” “Streamlined” fiscal policy disinflationary tailwinds are blowing early in the new US Presidential cycle.

· Recent confirmation of the “condition”, of “Joe Le Patsy”, implies that American Dictatorship, de facto, already, began, under the diversion of Covid, in 2020.

· Recent confirmation of the “condition”, of “Joe Le Patsy”, will sustain the intention and capability, of the resident author of “Mar-a-Lago Consensus”, to “Drain the Swamp and the Oceans”.

Extracts

Thesis

· “Mar-a-Lago Consensus” will transfer the global supply chain security cost from the US taxpayer to the global taxpayer/customer.

· “Mar-a-Lago Consensus” will boost the US economy and mitigate the cost of global supply chain security for nations that trade with the USA.

· The unipolar “Mar-a-Lago Consensus” reinforces the global energy security imperative, and aligns, with US Swing Producer status, to deliver a disinflationary global economic stimulus, exclusively, to America’s trade partners.

· “Mar-a-Lago Consensus” and US Swing Producer status combine to reinforce the unipolar “US Exorbitant Privilege”.

· “Trump’s Technocracy” is proselytizing “Mar-a-Lago Consensus” into disinflationary, fiscal deficit shrinking, productivity gains.

· Leaderless Germany aligns the leaderless EU with the “Mar-a-Lago Consensus” North of the Black Sea.

(Source: the Author, December 7^th 2024)

(Source: FT, caption, and editing by the Author)

· Aramco has confirmed that “Mar-a-Lago Consensus” is deflationary, in energy security terms.

· Rumour has it that China intends to make “Mar-a-Lago Consensus” deflationary, in manufactured goods terms.

(Source: the Author, December 14^th 2024)

(Source: Bloomberg, caption by the Author)

(Source: Bloomberg, caption by the Author)

(Source: Bloomberg, caption by the Author)

(Source: Bloomberg, caption, and editing by the Author)

· “Mar-a-Lago Consensus” prescribes sanctions first, followed by regime change second, to all those evil-doers who challenge the US Dollar’s Unipolar Global Reserve Currency status.

(Source: the Author, December 7^th 2024)

(Source: Bloomberg, caption, and editing by the Author)

(Source: Bloomberg, caption by the Author)

· “Farmageddon” is located “between a BlackRock and a Hard Place”.

· Keir Starmer has chosen “Starmergrad”, as his Falklands, upon which to rebuild squandered political capital and/or “self-assist” die.

· Global food price inflation locates “Starmergrad” “between a BlackRock and a Hard Place”.

· RFK Junior locates “Starmergrad” “between a BlackRock and a Hard Place”.

· President Trump may soon abandon “Starmergrad” and its encircled defenders.

(Source: the Author, November 30^th 2024)

(Source: Guardian, caption by the Author)

· Britain, and Jamie Dimon, expect Tony Blair to save, the Special Relationship and, his Britain Project.

· In performing his patriotic duty, Tony Blair may need to sacrifice Keir Starmer.

· A UK financial crisis is the perfect “catalyst”, and smokescreen, for Tony Blair to operate in.

· Chancellor Reeves is preparing the “catalyst” by cannibalizing the Bank of England’s taxpayer-guaranteed capital base to feed Mammon, instead.

· Chancellor Reeves is preparing the “catalyst” by creating a light-touch financial regulatory regime that, exclusively, serves Mammon.

· Cannibalizing the Bank of England’s taxpayer-guaranteed capital base coerces the central bank into, misguidedly, thinking that the only source of taxpayer-guaranteed capital is to buy more Gilts.

· The UK taxpayer cannot guarantee Gilts, because Chancellor Reeves has killed economic growth while preparing the “catalyst” for “Starmergeddon”.

· Serving Mammon with taxpayer funds, and light touch regulations, will create a GFC rinse-and-repeat environment; that will have no taxpayer funds, for the inevitable bailout, when it goes pear-shaped.

(Source: the Author, November 16^th 2024)

(Source: Standard, caption by the Author)

· The “Global Blair Inc. Witch Project”, Special Relationship reset, by “Blair Alum”, has been shaken, but, not stirred, by the same Crony Capitalist blowback as the “Palace Coup”.

(Source: the Author, September 7^th 2024)

(Source: SKY, caption by the Author)

Global Counsel has been engaged in potentially lucrative tie-up talks with the Messina Group, an American public relations firm led by Jim Messina, a deputy chief of staff to former US President Barack Obama. The Messina Group took a 20% stake in Global Counsel in April that valued it at about £30 million ($39 million), the Financial Times reported at the time, citing people close the transaction. Wegg-Prosser and Mandelson together own at least half of the firm.

His rejection of the role leaves Starmer without a key standard-bearer ahead of the investment summit planned for Oct. 14 in London. The minister sits in the Office for Investment and provides a concierge service for big foreign investors money to help keep the UK competitive.

(Source: Bloomberg)

(Source: BBC, caption, and editing by the Author)

(Source: the Author, August 10^th 2024)

(Source: the Author, October 11^th 2024)

· The early-month Key Signals US indicator indicates that it is more likely that the Fed will have to mitigate the risk, that it has taken with inflation, sooner than intended.

· The early-month Key Signals US indicator confirms that the Fed missed the window of opportunity, for easing, during the June-July inflation-inflection point.

(Source: the Author, October 11^th 2024)

(Source: Bloomberg, caption by the Author)

(Source: the Author, December 14^th 2024)

(Source: Bloomberg, caption by the Author)

(Source: the Author, July 26^th, 2024)

· The halo of the “Crony Capitalist” perception of Bidenomics has been extended, by default, to the “Palace Coup Plotters”, responsible for his demise, and to whoever succeeds him.

· The US Presidential election face-off, of “July Coup” plotters versus “Jan 6^th” foot soldiers, is, an unedifying economic prospect, framed by Mr. Market, for critical Independent voters.

(Source: the Author, July 26^th 2024)

(Source: independent, caption by the Author)

(Source: the Author, July 2^nd 2022)

(Source: CBS, caption by the Author)