central banks fiscal stimulus Macro Tourist

Trader: Things Have Changed And Here’s Where The World Is Going Next…

"Although the Republicans are supposedly the party of fiscal conservatism, we all know that sort of talk is only for when they are not in power."

"Although the Republicans are supposedly the party of fiscal conservatism, we all know that sort of talk is only for when they are not in power."
This content has been archived. Log in or Subscribe for full access to thousands of archived articles.

5 comments on “Trader: Things Have Changed And Here’s Where The World Is Going Next…

  1. So where would that lead? Smaller CB balance sheets & more bureaucrats & entitlements. Bigger Govt which is unbelievably inefficient. Which is a waste of resources. It’s all soooo unfortunate

  2. Economic dynamics does not posses the homogeneity implicit in the aforementioned thesis. Imagine a globe with all debtor nations. Ya. Now imagine a trajectory trying to get there. See?

    • I suppose it becomes a race. Raise rates first or get left in the dust, the first to start get the more valuable currencies and therefore the more desirable debt instruments. You get one big game of musical chairs. The music stopped… everybody try to get a seat.

  3. Would be very interested to see an overlay of GDP on your chart of annualized federal spending growth. The other bar chart that would interest me in this graph would be timing and extent of other (including personal) tax cut enactments, given the current 70% GDP dependent on consumer spending. In an ideal world, wage growth effect would also be interesting, but this may have less meaningful correlation since increasing market financialization and buybacks have blunted what historically would have contributed to positive GDP and wage growth relationship. Thanks.

  4. https://www.hudson.org/research/12714-economic-growth-by-president

    reagan 81-88 3.5%
    bush 89-92 2.3%
    clinton 93-00 3.9% these are all real gdp looks like GOP spend at twice the rate, yet results are mixed
    w bush 01-08 2.1%
    obama 1.5%

Speak On It

Skip to toolbar