by Summary:
MAGA might be going short now on the “stagflation!” thesis…Post yesterdays Biden admin disaster +6% CPI report analysis from Navarro on with Bannon yesterday. Navarro in 100% congruence with the MMT thesis on their figurative "inflation!" ie Dems forcing too much fiscal and not enough real products and services to consume creating "inflation!"...Navarro actually says he’s going short now; this is who you are trading against:
Topics:
Mike Norman considers the following as important:
This could be interesting, too:
MAGA might be going short now on the “stagflation!” thesis…Post yesterdays Biden admin disaster +6% CPI report analysis from Navarro on with Bannon yesterday. Navarro in 100% congruence with the MMT thesis on their figurative "inflation!" ie Dems forcing too much fiscal and not enough real products and services to consume creating "inflation!"...Navarro actually says he’s going short now; this is who you are trading against:
Topics:
Mike Norman considers the following as important:
This could be interesting, too:
Mike Norman writes Trade deficit
Mike Norman writes Bond market now pricing in one 25 bps rate cut by Fed in 2025
New Economics Foundation writes What are we getting wrong about tax
Sandwichman writes The more this contradiction develops…
MAGA might be going short now on the “stagflation!” thesis…
Post yesterdays Biden admin disaster +6% CPI report analysis from Navarro on with Bannon yesterday.
Navarro in 100% congruence with the MMT thesis on their figurative "inflation!" ie Dems forcing too much fiscal and not enough real products and services to consume creating "inflation!"...
Navarro actually says he’s going short now; this is who you are trading against: