The New American Realignment

America moves away from UK and Europe to refocus on Asia and South pacific regions

Gerald Mullaney

26 July 2025

THE USA REALIGNMENT IS MOVING ALONG QUITE NICELY I HAVE CHANGED MY FORWARD THINKING TO

AMERICA FINALLY WALKS AWAY FROM UKARAINE AND LETS THE WINNER TAKE ALL WHICH COULD BE RUSSIA. America walks away from UK and Europe but still trades with them.

IF RUSSIA AND CHINA WILL NOT COME INTO ALIGNMENT ESPECIALLY CHINA AND TO A LESSER EXTENT RUSSIA AMERICA, THEN AMERICA WILL THEN PROCEED TO DESTROY THE CHINESE ECONONY UNTIL THEY COPITULATE, THAT IS FALL INTO LINE WITH AMERICA'S NEEDS AND WANTS THAT IS AMERICA RULES THE WORLD FOR QUITE SOME TIME IF NOT FOREVER. THIS LEADING ROLE IS BACKED BY THE AMERICAN MILITARY AS IS THE USA DOLLAR.

RUSSIA AND CHINA ARE HOLDING UP THE NEW REALIGNMENT THIS MEANS AMERICA MAY HAVE TO WALK AWAY FROM RUSSIA AND CHINA TO ALLOW AMERICA TO PUSH FORWARD IN REPSECT TO THE NEW ALIGNMENT.

Therefore the realignment would include America, Indian, all of Asia, Vietnam, Korea, Japan, Philippine's, Taiwan this is the new G7

AMERICA IS MOVING AT PACE TO CONTROL THE ISLANDS OF TAIWAN DOWN TO THE PHILIPINES DOWN TO MALAYSIA, DOWN TO AUSTRALIA AND ON TO NZ.

UK AND EUROPE WILL BE LEFT TO SORT OUT AND PAY FOR THERE OWN PROBLEMS NO MORE AMERICA FREE AID HOWEVER TRADE WILL CONTINUE TO THE BENEFIT OF AMERICA

THERE WILL BE A REALIGNMENT TOWARDS PRODUCING WAR MACHINES AS THIS IS A HUGE PART OF THE AMERICAN ECONOMY WHICH WILL BE SOLD AS KEEPING THE PEACE.

BIG GROWTH IN THE MILITARY TO PRODUCE JOBS,PROFITS, SECURITY AND STABILITY.

THE IDEA IF YOU ATTACK AMERICA OR ITS INTERESTS OR OUR FRIENDS WE WILL NUKE YOU.

ACTUAL WAR PHYSICAL WILL BE AVOIDED AS ITS TOO MESSY AND THE ECONOMIES CANNOT AFFORD THE LOSS OF PEOPLE AS THEY ARE FUTURE POTENTIAL CONSUMERS.

HUGE MONEY WILL BE MADE IN BUILDING UP AND BUILDING OUT THE MILITARY AND MILITARY PEOPLE BUT NOT FIGHTING A WAR OTHERE THAN SPECIFIC ARIAL SPECIFIC ONE OFF ATTACKS NO WAR MACHINE LANDS THE MACHINES RETURN TO BASE ONCE THE MISSIONS ARE COMPLETED.

CHINA SOME WAY HAS TO BE KEPT GOING AS ITS DOING A GREAT JOB IN PRODUCING GOODS AND SERVICED FOR THE WORLD DEVELOPING CONSUMER BASED ECONOMIES. CHINA HAS A HUGE ROLE IN BEING THE FACTORY TO THE WORLD.

Countries have to fall into line in the realignment or face a grippling depression.

Focus is on inflation

Get inflation down and under control

Then comes lower OCR and interest rates

Gerald Mullaney

11 July 2025

This week 9 July 2025 the RSBANK NZ held the cash rate at 3.25%

one may inquire as to why this decision was made here is thinkr view as follows.

1. The Board is focused on inflation which has spiked up a little from the 2.20% as at Dec 2024 and now as at July 2025 at 2.50%.

2. The band of inflation is 2.00 to 3.00% so we can see the concern of the board in that the current rate of 2.50% is at the higher end of the set range and starting to concern them.

3. The RSBANK is wanting to stop the inflation rate escalating hence the pause to wait and see if inflation is a rising trend.

4. By Aug 2025 the next OCR review, the bank will be able to see if an upwards trend is in place and will want to curb any rise or escalation as the current rate of 2.50% is too close to the higher end of the band and escalating out of control meaning going over 3.00%.

Therefore in summary of the above points is that the concern to the bank is inflation. Get inflation right and interest rates come right then the economy gets stimulated.

In the meantime the economy feels like its in a recession sales down and expenses are up meaning profits are down. One could call the very early stage of stagflation sales trending down, expenses going up and profits going down in may cases business are losing money as one can see with many company liquidations.

Not a very good stage to be in.

Therefore the RBANK NZ is concerned.

Therefore the bank will be focusing on reducing inflation so they can continue on reducing the OCR which will reduce interest rates thus stimulating the economy.

thinkr.co.nz view is that the OCR continues to be reduced to a low of 2.50% therefore it appears it will be a long and slow grind down of interest rates as the RSBank NZ will not allow an escalation of inflation to get out of control.

We are in a rock and a hard place right now as at july 2025.

The inflation issue has to be closely monitored as letting it get out of control effect the economy later down the track.

Having nearly got Inflation under control we can look forward to the RBank NZ continuing to reduce the OCR in thinkr view down to 2.50%

That mean another three cuts Aug Oct Nov 2025

3.25 minus 00.75 points = 2.50%

This view is not guaranteed as inflation is the problem.

There is always a possibility inflation goes over 3.00% and that may mean the RSBANK NZ has to increase the OCR.

Watch out for inflation numbers coming as rise in inflation is a bad sign for interest rates. Inflation trending down is a good sign for interest rates.

thinkr view is the bottom may occur Nov 2025 the final cut for 2025.

This will lead the way for BOOM AHOY 2026 mild as it may be.

The boom Ahoy may mean higher spending, higher sales and higher profits but not any huge escalation in asset values such as property.

thinkr view is property prices trend down and then flatten out for up to 10 years therefore no huge recover in property prices if at all until the new cycle begins in 2031.

There are two priorities

1. Get inflation down 1.50 to 2.00% or lower the better.

2. Get the economy moving again by late 2025 but certainly into 2026.

thinkr is thinking that some great rates will be available from Nov 2025 to Nov 2026.