Recession is upon us - disastrous economic data

[sherpa]

On 7/3/2025 at 11:29 AM, The Frankish Reich said:

People are acting like the devaluation of the dollar is necessarily bad or unexpected.

 

 

Bond market follower for years leads me to an Occam's razor view, because there is no single data point that argues against it.

 

The Fed is more inclined to lower rates than otherwise.

Neutral now, but certainly mort likely to lower than raise.

That makes the $ less in demand.

[Big Blitz]

 

 

 

https://www.cnbc.com/video/2025/07/02/former-world-bank-president-david-malpass-the-fed-has-the-rates-too-high.html#:~:text=Squawk Box-,Former World Bank President David Malpass: The Fed has the,Trump's reconciliation bill%2C and more.

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He even told you to buy the dip at the precise time to do so.  But I guess because his lips were moving blah blah TDS blah blah TDS blah blah

 

 

 

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Real growth at 3% adds $4T+ over a decade. Supply-side math works. Always has.

[JDHillFan]

Apologies to those triggered by Fox News. It’s never my intention to be divisive. 

[Big Blitz]