7 Macro Trends I’m Watching and Their Impact on Inflation We're facing an inflationary future--demographic decline, climate change, and rising debt will overwhelm the deflationary impact of AI and robotics.
So how about that rate cut? TL;DR – I don’t expect the Fed will make any change to interest rates before the election. I’ve been saying for a while that people baking in three rate cuts this year are engaged in wishful thinking, and that the risk that we won’t get even one