PANews reported on March 5 that Dragonfly general partner Rob Hadick shared his views on the current macroeconomic and market trends on social media. He believes that the Trump administration may intentionally push the economy closer to recession, using this as an excuse to cut welfare, foreign aid, government spending and imports, even though these areas are the driving force of economic growth. In addition, he predicts that the government will stimulate the economy through large-scale tax cuts, quantitative easing (QE), golden visas and manufacturing subsidies in the later stage.

He pointed out that inflation is the key issue and the market has different expectations for the Fed's rate cuts. If economic growth deteriorates, Fed Chairman Powell may be forced to cut interest rates, otherwise there may be unconventional monetary easing policies, but this will push up inflation and risk asset prices. In addition, he mentioned that the deterioration of the United States' relations with its allies and its policies supporting certain regimes may increase the risk of "black swan events." Although AI investment will provide support for the market, the market may face greater pressure if companies such as NVIDIA perform weakly.