The Market Is Priced For A Fairytale Economy, But Stagflation Is Much More Likely | Jesse Felder
Thoughtful Money with Adam Taggart
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Assessment of Global Economy and Stagflationary Concerns
The chapter contrasts current market optimism with a potential stagflationary scenario, delving into the concept of a 'platinum locks economy' versus fantasy asset prices. It discusses the impact of slowing growth and inflation resurgence on labor market conditions, emphasizing the complexities of inflation predictions influenced by factors like demographics and globalization. The analysis explores the interplay of fiscal dominance, central bank actions, and the challenges of maintaining quantitative tightening in the face of potential problems in the treasury market and federal government.
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