So, inflation hasn't returned to target when policy is "restrictive", but cutting rates will bring it back to target. Explains why 5-year CPI swaps are about to break loose. pic.twitter.com/a0UrLFVwhz
— Michael J. Kramer (@MichaelMOTTCM) July 16, 2025
We elect politicians to do one thing: vote on things to spend money on shit we care about.
They vote for that shit. It costs money.
The government borrows to pay for it.So if you’re mad about inflation and the wealth gap, stop voting for people who spend like drunken toddlers…
— Kurt S. Altrichter, CRPS® (@kurtsaltrichter) July 16, 2025
Kevin Hassett is now the favorite to be the next Fed Chair, per Kalshi.
He would be the least qualified Fed Chair in history by a very substantial margin. pic.twitter.com/5C6h4llpFJ
— Spencer Hakimian (@SpencerHakimian) July 16, 2025