Lyn_Alden_NOv_2024_report
In China: The 100-Year Storm on the Horizon and How the Five Big Forces Are Playing Out
Ray Daliolinkedin.com
Looking ahead, the US is likely to see lower policy rates (circa 3%) and increased liquidity stimulus despite near-term inflation risks, as supply-side shocks from higher tariffs (taxes) slow growth and eventually curb price pressures. The Fed and Treasury are employing unconventional tools – including ‘Not-QE, QE’ (backdoor liquidity injections), ... See more