Model me this:
Dario expects full reciprocal tariffs to bump CPI to estimated +1.3% pts – about the same negative hit to GDP.
Stagflation on top of bear market. So now tell me:
Why are markets a buy here? https://t.co/2pRSGdxYRH
— Samantha LaDuc (@SamanthaLaDuc) March 19, 2025
Breaking CNBC:
Bank of America’s CEO Brian Moynihan sees NO Fed rate cuts in 2025 and 2026 due to the stickiness of inflation and tariffs.
— QE Infinity (@StealthQE4) March 19, 2025
Japan is ahead of the US in financialization and central bank primacy
We both have zombified our markets, Japan has just done it first and to a greater extent https://t.co/z5HmWPIiXa
— Roberto Rios (@peruvian_bull) March 18, 2025