I am unchanged on my view of economic strength and monetary support of most international (ex-US) economies.
Regarding my pessimism of the US economy based on the abrupt regime change... I think that the effects were amplified by the recent US dollar surge into mid-January... that markets have now reached bearish extremes... that the US economy is strong enough to not fall into a sustained recession despite the withdrawal of fiscal support... and that economic surprises will predominantly be to the upside going forward.
DrJeff / Dr. Jeff Ross
npub1k7…3c04l
2025-03-14 14:52:01
in reply to nevent1q…quwj
Author Public Key
npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04lPublished at
2025-03-14 14:52:01Event JSON
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