Yes Ed - some good analysis there. M2 is falling for the
first time since 1960 ensuring many companies will struggle
mightily. QT and the rampant debt (financing required)
continue to drain liquidity (most have not thought this through).
My biggest fear is actually that the FED pivots too early
which will simply prolong inflation. The everything bubble
created by them and excess spending will take time to
rebalance.
The Lag Effect Of The
Posted by EdZ on 10th of Jan 2023 at 11:17 am
The Lag Effect Of The Fiscal Pig & Economic Python
realinvestmentadvice.com
The Lag Effect Of The Fiscal Pig & Economic Python
The lag effect of monetary policy changes will surprise the Fed as the fiscal "pig" of stimulus begins to exit the economic "python."
Yes Ed - some good
Posted by steve on 10th of Jan 2023 at 11:29 am
Yes Ed - some good analysis there. M2 is falling for the first time since 1960 ensuring many companies will struggle mightily. QT and the rampant debt (financing required) continue to drain liquidity (most have not thought this through). My biggest fear is actually that the FED pivots too early which will simply prolong inflation. The everything bubble created by them and excess spending will take time to rebalance.
Tudor Jones
Posted by kevindeng0727 on 10th of Jan 2023 at 12:38 pm
Tudor Jones latest Interview on this
https://twitter.com/SquawkCNBC/status/1612813043859161088?s=20&t=JomU07IvbNBZAa1qE67-ww
twitter.com
Thanks for sharing Kevin -
Posted by steve on 10th of Jan 2023 at 01:05 pm
Thanks for sharing Kevin - buybacks certainly contribute to flow but tempered with rates moving up to 5% for those prudently buying back stock