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2023 Rabbit

  #131 (permalink)
handspin
boston ma
 
Posts: 353 since Dec 2012
Thanks Given: 12
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a pol might be the favored majority leader, but makes decisions sometimes to please that majority big lobby influence

a fed might be instead nominated by the pol, but must decide based on the true majority and that has sadly drifted from the controlling majority

and there is jerome's conflict. whether to nod to the boss as a favor and continue spreading politick or somehow buck the trend and realign

at least there is one hope that decisions can be rooted in data driven, though biased and somewhat polished figures correction, there was..

as now even data is a supportive prop to embellish a behind the scenes motive, behind that puppet stringer are those that hold the purse strings

all could be ignored if things were running fine and side by side to social equality but the wealth gap has dropped the middle class into a deep chasm

sure allow some concessions, rate cuts and a little sugar rush by irresponsibly but only to the absolute teetering point where there is nothing left to lose

at least for the lower half there is much less equity at stake easy money might patch that, but enables leverage, very dangerous in a time of inflated levels


jerome might actually have had enough, after those previous trump stare downs and probably prodding currently to sideline errors in the biden family tree

dealing with this whole mess is already hard enough and things are teetering way too close for comfort. but jpow would take the force of the blow. that's for potus

seems really like any decision leads down a path of pain now, might as well try to mitigate that somehow. behind the scenes is some crazy damage control from all angles

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  #132 (permalink)
handspin
boston ma
 
Posts: 353 since Dec 2012
Thanks Given: 12
Thanks Received: 108

i mean with these p/e levels, the least dirty shirt is still pretty rank

and having the largest nation funneling debt to carry the global economy is not really a diverse strategy

the idea of multi national leadership that is not attempting to out-compete one another for extra scraps would be refreshing

//

if dxy can be allowed to drop bit by bit to export some of this inflationary pressure, global currencies could hopefully appreciate

and the corresponding yields offered could be seen more as an attractive highly rated security under the same regulation and scrutiny

that might allow domestic financing to take a breather, not at the expense of the rest of the world but more to equalize and diversify flows

//

maybe fix supply chain issues that factor into inflation and perhaps some of the regulatory issues plaguing semiconductors like chip mfg tech

multi-national corps can setup in various areas securely not to side step embargoes but to properly diversify operations that are currently lopsided

the eastern hemisphere should be a partner not an enemy or zero-sum competitor after all the effort spent to control domestic debt in a global context

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  #133 (permalink)
handspin
boston ma
 
Posts: 353 since Dec 2012
Thanks Given: 12
Thanks Received: 108


a semi war or opportunistic control of semi supply chains would be a tipping point as semis are becoming pricier to make

https://fred.stlouisfed.org/series/PCU33443344


https://fred.stlouisfed.org/series/PCU333242333242


so take a country central to global supply and just takeover (cn-tw)

cv-19 already showed the pain points and disruptive pricing in goods

well, that would amplify the issue many fold over and start diamond topping various sectors

not really demand inflation per se, but a supply chain disruption still will cause similar pain

//

neither raising or lowering rates would be much help in this scenario really

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Last Updated on December 28, 2023


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