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authornic <ra@afu.re>2024-12-12 18:15:10 -0500
committernic <ra@afu.re>2024-12-12 18:15:10 -0500
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Auto from nzxt - Thu 12 Dec 2024 06:15:10 PM EST
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# Thesis
+Goal might be to inflate away the sovereign debt issue with slightly higher inflation
+
+
Real GDP will get revised lower in coming months, as labor market deterioration accelerate, earnings decelerate and margin inflect lower (even deflation & recession)
# Alex notes