Macro Mondays #54 - The Charts YOU NEED TO KNOW This Week
Macro Mondays
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US Budget Deficit Update and Election Impact
The chapter covers the latest updates on the US budget deficit projected by the Congressional Budget Office, with significant deficit numbers close to the upcoming election. It analyzes the lack of deficit reduction plans from both candidates, their focus on short-term economic policies, and potential impacts on inflation. The discussion also delves into the Federal Reserve's stance on inflation targeting and touches on the sensitivity of different US equity sectors to liquidity, suggesting potential catch-up trades and briefly mentioning the impact on cryptocurrencies.
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