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Wednesday, October 13, 2021

Navarro: stagflation is already here


Seems like everyone is all in on “stagflation!”… or have to be very close to all in..






 





6 comments:

  1. What's here is Keynesian semi-inflation - supply side driven redistribution of resources.

    Neoliberals never recognised that, nor how it gets resolved - businesses and workers that find out they don't have the pricing power they thought they had and are forced into taking a real loss.

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  2. We can only hope so…

    For bonds it’s going to boil down to what the Fed does.., as always…

    Seems like Dems are purging the Fed “hawks” on these trading allegations…

    I can’t see Fed “removing accommodation “ into Dems incumbent election…. After appearing to bend the knee to Trump in 2019…

    Fed has to appear politically neutral…

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  3. And these guys all here at Bannons thing want the shittiest US economy possible next year….

    So caveat emptor…

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  4. But they seem to be putting their money where their mouth is…

    “Stagflation!” trade has been getting positioned for months

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  5. "...they want the shittiest US economy possible next year."

    That's all you need to know about these guys -- jerks.

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  6. Well Dems did the same thing last year so turnabout is fair play…

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