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Yeah, my guess is we are in a recession now and have been for a while. Gonna get worse and start ripping in 2026. Just a feeling. I'm not an economist. But actually, most economists can't predict the sun rise so...
I think the Trump administrations plan is to take the medicine early, get rates and dollar down and then later this year do tax cuts and deregulation and have the economy and market ripping into the midterms.
This is Luke Gromen's thesis not mine but I agree.
Yeah... I hope that is what happens. I think we are long overdo for a recession. A correction. Seems like Trump is TRYING to bring one one to me.
Yellen kept things afloat by selling a ton of short term treasuries. I think they want rates down so they can roll the debt to longer term paper at lower yields.
That sounds right to me.
It's actually much more likely the economy is ripping in 2026.