When the POTUS-elect talks, the market listens Trump wants Congress to abolish the debt ceiling before he takes office Grapically depiction of the market response
a "heads up" to Invisible Fan in view of the Fed's current mantra of "higher for longer", it is highly likely that the Fed's assets will be reduced furhter. so, dispense with the parroting of the false narrative that the Fed is wrecking its balance sheet.
Analysts prediction - Trumpflation APOLLO: “.. The recent jump in ISM Prices Paid points to a coming reacceleration in both headline and core inflation ..” [Slok]
TS LOMBARD: “.. the underlying trend for inflation has not shifted back to disinflation. .. And then there is the coming impact of tariffs on price indexes and .. consumer spending patterns. “.. there will be no cuts in 2025 and perhaps a mid-year market shift to pricing in rate hikes for 2026.”
Factoring Trumpflation, it will propel national debt up another notch higher, to 118% of GDP as a point of reference 264% for Japan, https://en.wikipedia.org/wiki/National_debt_of_Japan 86% for China, https://www.statista.com/statistics...na-in-relation-to-gross-domestic-product-gdp/ 89% for EU 80% for the UK
Tariffs are inflationary as well as taxes on US citizens UBS CEO: “.. Tariffs will probably not really help inflation to come down. And therefore I don't see rates coming down as fast as people believe.”
"The easiest way to convince people that the price of eggs is lower is to stop teaching them how to count"...
