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How Safe is Crypto Right Now? ft. Anthony Scaramucci
Raoul Pal: The Journey Man
Inflation Rates Should Match Debt Needs
Current inflation metrics indicate they are significantly below expectations, with estimates suggesting a potential decline to 2%. Key factors influencing inflation include lagging housing prices and wages, which are currently decreasing. The market predicts a sharp drop in inflation rates, as reflected in indicators showing a potential undershoot at just 0.63%. Consequently, current interest rates are viewed as overly restrictive by 100 to 150 basis points. This scenario is compounded by the necessity for the US Treasury to roll over $10 trillion in debt, making lower rates essential for cost-effective refinancing. As such, it is anticipated that interest rates will need to be reduced substantially to facilitate this process.
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