Happy Sunday! As you get ready for the week ahead, getting in sync with the macro environment is essential. To help augment this process, we share a conversation between Aahan &
from Friday, which was live on Twitter. You can listen to it below:You can also find the slide deck referenced here:
We plan on doing these every week, so join us on Twitter if you have a presence there, or catch the recordings here on your own time. Until next time.
Thank you! No opinion other than as monetary policy ran weak as an option to stimulate the economy, policymakers turned to fiscal. Having seen the strength of the fiscal lever it’s hard to give up on for any policy maker so long as inflation stays in check.
This is gold. BTW, do you have any opinion on why the government has become pro-cyclical since the Trump administration and continues to be into the future (maybe)?