The Great Economic Boom: Why Trump's Policies Are Driving American Growth Again

The Great Economic Boom: Why Trump's Policies Are Driving American Growth Again

Source: Pomp Letter

Published:2026-01-09 14:00

BTC Price:$90564

#BTC #Bullish #Crypto

Analysis

Price Impact

High

The article suggests robust economic growth (5.4% to 6%+ gdp), historically low trade deficit, and contained inflation (1.9% and falling), combined with a narrative of 'lower rates' under trump's policies. such a 'risk-on' environment, if sustained, typically encourages capital flow into speculative assets like bitcoin due to increased investor confidence and potentially lower opportunity costs from traditional investments.

Trustworthiness

Med

The analysis is based on data cited from reputable sources (commerce department, atlanta fed, truflation) but is presented in a highly optimistic and politically biased manner by 'the pomp letter', which also serves as a promotional piece for 'bitcoin investor week'. this suggests a favorable interpretation of the data, potentially downplaying counterarguments.

Price Direction

Bullish

A combination of strong economic growth and low inflation, if it leads to stable or potentially lower interest rates, creates an ideal backdrop for risk assets. this economic strength could increase disposable income and institutional interest, driving demand for bitcoin and other cryptocurrencies.

Time Effect

Long

The impact of sustained economic policies leading to high gdp growth, stable inflation, and potentially lower rates tends to unfold over several quarters to years, influencing long-term capital allocation decisions and investor sentiment rather than immediate, short-term price movements.

Original Article:

Article Content:

Today’s Letter Is Brought To You By Fountain Life ! Are you ready to seize the day that will change your life , guaranteed? You invest in wealth creation every day, but what’s the point of it without an optimal healthspan? Award-winning Fountain Life is the world’s most advanced longevity destination. And in just one day , we use AI-Guided Diagnostics to map an exact and complete picture of your health profile. No guesswork. No blind spots. From there, we create a personalized plan that prevents disease and may even reverse aging by using precision medicine and Restorative Therapeutics, available nowhere else. In other words: Your energy is supercharged, memory sharper, life extended, so that you can live without limits. It’s the best investment you’ll ever make. Use code POMP and receive $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call. Schedule A Call To investors, The economic policies of the Trump administration have been highly controversial. Whether it was the blanket tariffs, the constant pressure for lower interest rates, or the widespread deportation efforts, economists have been screeching about the negative impacts these decisions would bring. Recent data suggests the economists were wrong though. Just this week we got news that the United States trade deficit has dropped to the lowest level since 2009. Ana Swanson writes for the New York Times : “The U.S. trade deficit in goods and services shrank to $29.4 billion in October, down from $48.1 billion the prior month as the Trump administration’s tariffs reshaped global trade, data from the Commerce Department showed on Thursday. The figure was the lowest monthly trade deficit recorded since June 2009. U.S. imports have fallen while exports have remained strong, decreasing the trade deficit and seemingly accomplishing a major goal for President Trump.” The shrinking trade deficit is not the only place that we are seeing the positive impact of these economic policies. The Atlanta Fed is now reporting that Q4 GDP growth could come in as high as 5.4%, which is a monster number compared to the 3.2% GDP growth that the US has averaged going back to 1947. This explosion of GDP growth lines up with the recent predictions of 6%+ growth expectations from Commerce Secretary Howard Lutnick and others in the administration. Lutnick was on CNBC a few weeks ago and said: “Real GDP growth! Not 2% nonsense. This $30T economy can grow 4%, 5%, and under President Trump, you’re gonna see it grow 6 %! People think, it’s impossible? Lower rates, lower energy, you have that growth, you’re gonna fix America.” In addition to this 6% GDP promise, Steve Rattner points out that “productivity growth rose to 4.9% in Q3,” which further corroborates the economic boom we are living through. But maybe the most impressive part of the economic results is that inflation has continued to stay muted through this growth period. Truflation is now reporting year-over-year inflation is 1.9% and falling fast. A big reason why inflation is surprising people to the downside is because most of the classically trained economists expected tariffs to be a highly inflationary situation. They were predicting empty shelves and the next Great Depression last April. 🚨 The rest of this letter is for paid subscribers of The Pomp Letter . If you would like to understand the economic policies driving high growth and low inflation, along with how Anthony predicts GDP growth evolving in 2026, please subscribe to read the rest of the letter . You currently receive The Pomp Letter 1x per week. Paid subscribers receive the letter 3x per week and get Anthony’s personal views and opinions on the latest developments in financial markets, including various investment opportunities he is excited about. Subscribe now 🚨 READER NOTE : We’re officially one month out from Bitcoin Investor Week 2026, happening Feb 9th – 13th in NYC. Join thousands of sophisticated investors and institutional leaders to discuss Bitcoin’s impact on the global economy, corporate balance sheets, and personal portfolios. **To kick off the new year, we’re offering 50% off General Admission tickets for the next 48 hours. Use code NEWYEAR50 at sign-up.** Expect fireside chats, panels, networking events across the city and a top lineup of speakers including Mike Novogratz, Grant Cardone, Anthony Scaramucci, Jan van Eck, Fred Thiel, Lyn Alden, Jeff Park, and Bo Hines — with more announcements coming soon. 🎟️ Tickets are limited. Buy yours at www.bitcoininvestorweek.com Get your tickets now