The Markets Aren't Really Care About Macro

Inflation was a massive surprise, but it had no impact on the market. And i thing the reason for that is pretty simple, is that the markets fundamentally don't really care about macro. So they care about how perhaps the macro might impact the policies. In 20 22, do we get the policy changed? De fete says we will. I'm doubtful. The more important policy change we'll come in 20 23, and it'll be on the fiscal side. We'll basically get another tea party congress. That will freeze, that will freeze government spending. But you know, l let's not kid ourselves that they're ever going to get ahead of this inflation curve For a very