5 Comments

Thank you for reading and for your kind words!

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Already sent the youtube discussion to my contacts... thanks for the insightful analysis,

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It could pause on interest rate cuts and cause a sizable correction in equities - Nope.

Alternately, they can meet market expectations and cut interest rates by another 25bp, and propel both equities and inflation upward - Nope, but yes.

Funny how Powell did a mix - cut 25bps and caused a correction in equities (albeit small).

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If inflation had a "bumpy" ride so far, it is going to have a very "Trumpy" ride soon !

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Productivity up. Inflation likely lower by 2026 as oer trending down. Egg prices up due to Avian flu shock not a good indicator of inflation...

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