SharpFokus Brief – Wednesday, July 23, 2025
Title: Free Markets by Force: A New Age of Demand
For decades, the global economy has run on a strange contradiction:
🌎 The world produces — and the US consumes.
Most countries restricted imports, protected producers, and relied on the US consumer to absorb their oversupply. The result?
• Chronic overinvestment,
• Weak domestic demand,
• Constant deflationary pressure,
• And endless monetary expansion just to keep things afloat.
Now, for the first time in living memory, that cycle is being broken.
And ironically, it’s through tariffs — not trade deals.
🇺🇸 Trump’s strategy has flipped the table:
He’s using US demand as leverage to force open closed economies.
📈 Just yesterday, Japan agreed to open its market further — and the Nikkei jumped +3.5%.
Why? Because this is more than diplomacy — it’s about releasing domestic demand.
This isn’t colonialism. It’s decolonization of demand.
No longer is the world trapped in a model of:
• Export dependency
• Currency manipulation
• Deflation and inequality
Instead, real capitalism may be taking root:
• Consumers at the center
• Domestic growth before global supply
• Cashflow before capital raises
It’s a powerful reversal — not just in trade policy, but in economic thinking.
And for the first time, countries may be allowed — or forced — to grow their own internal demand, not just sell into someone else’s.
That’s what freedom looks like.
That’s what real markets mean.
And that’s where the next generation of strong, cashflow-rich companies will come from.
⸻
Track them with us.
Subscribe to SharpFokus cashflow research and data:
📊 sharpfokus.com/subscribe
For information only; not investment advice.
Title: Free Markets by Force: A New Age of Demand
For decades, the global economy has run on a strange contradiction:
🌎 The world produces — and the US consumes.
Most countries restricted imports, protected producers, and relied on the US consumer to absorb their oversupply. The result?
• Chronic overinvestment,
• Weak domestic demand,
• Constant deflationary pressure,
• And endless monetary expansion just to keep things afloat.
Now, for the first time in living memory, that cycle is being broken.
And ironically, it’s through tariffs — not trade deals.
🇺🇸 Trump’s strategy has flipped the table:
He’s using US demand as leverage to force open closed economies.
📈 Just yesterday, Japan agreed to open its market further — and the Nikkei jumped +3.5%.
Why? Because this is more than diplomacy — it’s about releasing domestic demand.
This isn’t colonialism. It’s decolonization of demand.
No longer is the world trapped in a model of:
• Export dependency
• Currency manipulation
• Deflation and inequality
Instead, real capitalism may be taking root:
• Consumers at the center
• Domestic growth before global supply
• Cashflow before capital raises
It’s a powerful reversal — not just in trade policy, but in economic thinking.
And for the first time, countries may be allowed — or forced — to grow their own internal demand, not just sell into someone else’s.
That’s what freedom looks like.
That’s what real markets mean.
And that’s where the next generation of strong, cashflow-rich companies will come from.
⸻
Track them with us.
Subscribe to SharpFokus cashflow research and data:
📊 sharpfokus.com/subscribe
For information only; not investment advice.