Trump vs. Powell is getting very intense now.

Trump is going after Powell almost every day now for not cutting rates.

He's even threatening to fire Powell, but this couldn't happen.

The first major reason is firing Powell will undermine the confidence in Fed, and that's a bad sign.

Fed is the reason behind USD global dominance and anything bad will shake the global economy.

So there are only 2 outcomes possible:

Either Powell will resign or he'll do what Trump is saying.

If any of these happens, it'll be good for our portfolio only.