@ryanwhite19750.bsky.social
I was told free trade provided disinflationary pressure over the last 25 years but now tariffs will only lead to a one time increase. We'll see.
A "one-time level shift up" is usually the language used to describe tariff-related inflation for core goods ... but what is the timeframe for that?
Here is the core goods CPI, which has risen every month since April (and 6 out of 7 months this year)
Here is the core goods CPI, which has risen every month since April (and 6 out of 7 months this year)
August 13, 2025 at 12:24 PM
I was told free trade provided disinflationary pressure over the last 25 years but now tariffs will only lead to a one time increase. We'll see.
Reposted
US markets have an expectations problem.
Over the past two years the US outperformed low expectations. But now strength is consensus across markets. That's teeing up the risk that '25 is a year of disappointment ahead, even without a recession.
Thread.
Over the past two years the US outperformed low expectations. But now strength is consensus across markets. That's teeing up the risk that '25 is a year of disappointment ahead, even without a recession.
Thread.
January 6, 2025 at 11:56 AM
US markets have an expectations problem.
Over the past two years the US outperformed low expectations. But now strength is consensus across markets. That's teeing up the risk that '25 is a year of disappointment ahead, even without a recession.
Thread.
Over the past two years the US outperformed low expectations. But now strength is consensus across markets. That's teeing up the risk that '25 is a year of disappointment ahead, even without a recession.
Thread.
Reposted
Hey #NBASky, I've updated/added to the RingerNBA starter pack. Let me know if I've missed anyone.
go.bsky.app/FHrHSbx
go.bsky.app/FHrHSbx
December 6, 2024 at 10:03 PM
Hey #NBASky, I've updated/added to the RingerNBA starter pack. Let me know if I've missed anyone.
go.bsky.app/FHrHSbx
go.bsky.app/FHrHSbx
November 27, 2024 at 2:27 PM