MacroVoices Podcast Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation Every now and then you find an interview that needs to be listened to again and again. @ErikSTownsend ‘s interview with Dr Lacy Hunt on @MacroVoices is one such example. @njabrooks I am a student of macroeconomics so I tend to look for the best teachers […]
Macro-to-Micro Analyst+Trader Forecast+Chase. Mostly Options https://t.co/MrMkwZYdvt https://t.co/GZILqexQ5C https://t.co/nkIPvSz3wJ… @LaDucTrading
@LukeGromen @SehrLangsam2 @RaisingTheBAR47 @The92ers @Stimpyz1 @DiMartinoBooth @rubecube12 @acosgrove003 @MarketInterest @Alex__Salomon @HammerstoneMar3 @jam_croissant @DIGITIMES @tr8derz @HayekAndKeynes @kevinmuir @Barton_options Without significant growth surprises, it will be hard to move excess demand for safe asset treasuries (from pensions in particular) and from excess liquidity in financial system. Or we could get big growth in:
* sticky jobs
* sticky fiscal
* sticky rate hikes
* sticky inflation
But not until after Congress and Fed officials have positioned their bets in the stock market.
The cost of the Build Back Better Agenda — in terms of adding to the deficit — is zero.
It’s paid for because big corporations and the very wealthy will start paying their fair share.