With the US, China, Japan, and Europe all unleashing massive spending, the world is about to run the system hot again; US inflation index is approaching its highest level since Jan 2025. Trump moves to gut central bank independence and hunt for the lowest rate promise.
The world is about to pump massive liquidity into the system: – The US pauses QT, runs record deficits, and is considering $2,000 stimulus checks – China is running the largest deficit in its history – Japan is preparing a $110 billion stimulus package – The EU is planning to spend ~$1 trillion on military …
