I am unchanged on my view of economic strength and monetary support of most ...

2025-03-14 14:52:01

I am unchanged on my view of economic strength and monetary support of most international (ex-US) economies.

Regarding my pessimism of the US economy based on the abrupt regime change... I think that the effects were amplified by the recent US dollar surge into mid-January... that markets have now reached bearish extremes... that the US economy is strong enough to not fall into a sustained recession despite the withdrawal of fiscal support... and that economic surprises will predominantly be to the upside going forward.

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npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l

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Published at

2025-03-14 14:52:01

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1 Short Text Note

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Dr. Jeff on Nostr: I am unchanged on my view of economic strength and monetary support of most ...