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X·宏观· Joe Weisenthal (@TheStalwart)·· 4 天前AI 评分31

WRT rates and inflation, I think you just gotta keep it really simple. Don't spend too much time…

WRT rates and inflation, I think you just gotta keep it really simple. Don't spend too much time…

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WRT rates and inflation, I think you just gotta keep it really simple. Don't spend too much time thinking about deficits, debt, and supply of paper. The story is about spending. Households, corporates and government all spending a lot, and that's what's driving things up. 引用 @TheStalwart:In the new

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