Wednesday, April 3, 2024

think about this ..

there were 3 main buyers of US treas - Japan, China & Fed and none of them buying these any more .. or at least going slow ... so who is going to fund US lavish spending ..?

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walk on the strip after a long time

  • you don't need to be a PhD in economics ...
    to solve an economic problem ... & there are 100s of PhD working at Federal Reserves forecasting an inflation in future due to tariffs ....
  • CPI came benign ...
    either folks are not buying imported stuff which also helps the trade deficit - two birds killed with same stone .. obviously energy being l...
  • Too late .. Fed chairman ...
    his argument is that the forecasters are modelling based on projected tariff as called by Trump ... & if you are using the numbers used ...