The Mar-a-Lago Accord
There is calculation under the commotion. Since January, the Dow Jones Industrial Average has dropped over 1,700 points, more than 4%. The S&P 500 and Nasdaq have both fallen. This comes as inflation stays high and geopolitical tensions increase. Americans are growing increasingly anxious about their financial futures. But amidst the turbulence, a bold new vision is emerging: the “Mar-a-Lago Accord.”1
The Mar-a-Lago Accord’s goal? Bring back American manufacturing. Cut down on imports. Reshape the global financial system to put ‘America First’. The path to this goal is a high stakes gamble. It requires weakening the U.S. dollar and disrupting the established financial order.
The Mar-a-Lago Accord draws inspiration from the Plaza Accord. The Plaza Accord was a 1985 agreement among the United States, Japan, West Germany, France, and the United Kingdom. They worked to weaken the U.S. dollar using currency markets. It reduced the U.S. trade deficit and corrected global economic imbalances.
The ideas behind the accords are already influencing U.S. policy. They will impact investors, savers, and anyone worried about keeping their wealth safe.
What is the Mar-a-Lago Accord?
Zoltan Poszar first coined the “Mar-a-Lago Accord” in 2024. Stephen Miran, a Trump economic advisor, later developed it further. The Accord suggests that U.S. allies may need to accept a weaker dollar and lower returns on U.S. Treasuries. In return, they would receive ongoing military protection. Think of it as the Plaza Accord, reimagined through the lens of economic nationalism.
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At its core, the Accord argues that an overvalued dollar has hollowed out America’s industrial base. A strong dollar boosts imports and makes it harder for U.S. producers to compete. It also benefits foreign investors while it harms American workers. The proposed remedy? A blend of tariffs, trade leverage, and military pressure. Combined with policy to shift the direction of global investment and bring manufacturing home. And ultimately restore balance to the economic scales.
The Return of Protectionism
Trump’s economic strategy reflects President William McKinley’s 19th-century protectionism. He sees aggressive tariffs not just as trade tools. But as primary sources of government revenue, potentially replacing income taxes. The government could even direct the revenue into a U.S. Sovereign Wealth Fund. This fund could reinvest in domestic infrastructure and industry.
This plan also links national security and economic policy tighter than ever. The U.S. would expect allies under its military protection to support American trade goals. If they don’t, they might risk losing support from important alliances like NATO.
Meanwhile, a weaker dollar would aim to boost export competitiveness and reduce America’s trade deficit. The strategy could involve urging foreign central banks to sell Treasuries. Or have them step into currency markets directly. Some ideas suggest using gold reserves or selling federal assets to influence exchange rates.
The Risks
This aggressive new doctrine comes with serious risks. Deliberately weakening the dollar could trigger inflation, especially as import prices rise. Global investors may view U.S. debt as less attractive. As a result, there would be a reduced appetite for Treasuries. Which is especially troubling given the size of America’s national debt.
Higher tariffs and financial pressure could lead to trade wars. Potentially disrupting global markets and raising geopolitical tensions. There is a chance investors lose faith in U.S. institutions, including the independence of the Federal Reserve.
There’s also political risk. Most Americans support “Made in the USA” products and are wary of unfair trade practices. Yet polls show that only 16% favor weakening the dollar to boost exports. An overwhelming 72% believe the dollar’s global dominance is good for the U.S.3
Gold & the Accords
If the Mar-a-Lago Accord gains traction, the consequences could shake the foundation of the financial system. A weakened dollar, inflation, and geopolitical instability are all possible outcomes. And each of these is a classic catalyst for gold.
“The Mar-a-Lago Accord calls for a weaker U.S. dollar and lower interest rates—this is the perfect environment for gold,” said a strategist at Tanglewood Total Wealth Management.4
Gold thrives when the dollar stumbles. It’s also one of the few assets that performs well in periods of market volatility, high debt levels, and political uncertainty. Exactly the kind of environment the Accords may usher in.
Conclusion
If President Trump achieves his bold vision, the Mar-a-Lago Accord might greatly alter the country’s economic path. It would boost manufacturing, create jobs, and cut the trade deficit. Tariff revenues could help stabilize the budget without raising taxes. While foreign governments might convert U.S. debt into longer-term bonds, easing fiscal pressure. The result: a more competitive economy with strong growth, stable borrowing costs, and no major inflation.
As this transformation takes place, and uncertainty rises, so does the need to diversify and protect your wealth. Gold has preserved value through centuries of currency shifts and political upheaval. A Gold IRA from American Hartford Gold offers long term protection during the economy’s transformation. To learn more, call 800-462-0071 today.
