Narasi liar beredar: 🇺🇸 Stimulus 2026?
Kalau tarif tetap jalan, katanya uangnya bisa dipakai buat cek $1.200.
Kalau tarif dibalikin? Uangnya muter lagi ke bisnis & konsumen.
Data dari Federal Reserve Bank of New York nunjukin ±90% beban tarif ditanggung konsumen & bisnis AS.
Artinya kalau refund $175B+, mayoritas balik ke kantong domestik.
Secara teori?
Likuiditas naik.
Daya beli naik.
Market bisa ngegas.
Tapi denger baik-baik.
Stimulus itu bukan keajaiban.
Itu suntikan adrenalin.
Efeknya cepat, tapi sementara.
Politik bicara stimulus.
Pasar bicara arus uang.
Lo harus baca aliran likuiditas, bukan cuma headline.
Kalau duit benar-benar dibagi?
Aset berisiko bisa terbang.
Saham, crypto, semua bisa kebakar FOMO.
Tapi kalau cuma janji?
Market hancur karena ekspektasi palsu.
Ini bukan soal percaya siapa.
Ini soal paham mekanisme uang.
Likuiditas masuk = api.
Likuiditas ditarik = kuburan.
Siap atau nggak, 2026 bisa jadi tahun pesta…
atau tahun jebakan paling rapi.
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