Financial Times on Nostr: How markets might be wrong about Trump ========== The consensus view on Trump's ...
How markets might be wrong about Trump
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The consensus view on Trump's impact on markets may be overly simplistic and politically biased; Matt Klein suggests policymakers might misinterpret lessons from the election, leading to less accommodative fiscal policies in downturns; this could increase economic risks and make Treasuries more appealing, resulting in lower yields; prior to the pandemic, a consensus emerged that economies were not utilizing macro policy effectively; post-pandemic, US consumer spending grew faster than in previous years, outperforming other major economies due to its macro policy stance.
#Trump #Markets #Economy #FiscalPolicy #Treasuries #Inflation #ConsumerSpending #Opec+ #UsElection #FinancialAnalysis
https://www.ft.com/content/e048fef3-5031-4e66-abb8-88bbe01e151c
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The consensus view on Trump's impact on markets may be overly simplistic and politically biased; Matt Klein suggests policymakers might misinterpret lessons from the election, leading to less accommodative fiscal policies in downturns; this could increase economic risks and make Treasuries more appealing, resulting in lower yields; prior to the pandemic, a consensus emerged that economies were not utilizing macro policy effectively; post-pandemic, US consumer spending grew faster than in previous years, outperforming other major economies due to its macro policy stance.
#Trump #Markets #Economy #FiscalPolicy #Treasuries #Inflation #ConsumerSpending #Opec+ #UsElection #FinancialAnalysis
https://www.ft.com/content/e048fef3-5031-4e66-abb8-88bbe01e151c