543 sats \ 4 replies \ @davidw 15 Dec 2023 \ on: The Red Sea, Shipping Containers, and Inflation econ
Think you could be right, more goods inflation will happen but probably not right away. I’m sure there’ll be other effects that come into play in coming months, to create yet another ‘perfect storm’. Everything seemed to land around a similar time in 2020.
Interesting that people think rates are going near zero again, and are bullish risk for that fact. I don’t particularly like the comparison with 70s, but this chart posted by someone on Twitter attracted my attention yesterday. Wish I could remember who posted it.
Edit: found it, here’s the link
wow, this chart is amazing
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Sure is.
If true, it tells us that October 2024 after the election, everything goes bananas in the world.
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Oh f**k
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I am not sure I fully understand. Why will hit a inflation storm in 2025? Aren't cut rates help the economy because the interest on borrowed money becomes less (cheaper). Therefore, people and businesses can borrow more money which makes more liquidity on markets? Could someone explain how it works ?
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