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This isn't just about policy uncertainty. Looking at the hard data (Atlanta Fed GDP forecasts, rising delinquency rates on industrial equipment leases, and majo
by ethan_smith 2y ago
This isn't just about policy uncertainty. Looking at the hard data (Atlanta Fed GDP forecasts, rising delinquency rates on industrial equipment leases, and major retailers' warnings), there are actual economic indicators flashing red. While sentiment certainly matters in markets, we're seeing legitimate signals of weakening fundamentals beyond just reaction to policy shifts. We live in a world that is way more fragmented than it was 5 years ago. The market isn't just responding emotionally - it's pricing in real economic risks.
- jaybrendansmith 2y agoSo everything was going great, with some of the best employment and GDP numbers we've ever had, and now suddenly every economic indicator is flashing red. But let's not ignore the elephant in the room: That the President and his administration is behaving erratically, scaring the free world, breaking with 75 years of foreign policy, threatening abusive tariffs, threatening people's livelihoods and ability to stay working in this country. And let's not ignore the fact that the most damaging 3 things you can introduce to an economy are: Political instability, a harmful Fiscal Policy, and Tariffs.