Damus
Dylan LeClair · 147w
Disinflation is Here, What Could It Mean? Long form post: 1) Disinflation is in motion. Sufficiently tight Fed policy is doing it's job, as evidenced by 1m & 3m annualized sticky CPI decelerating m...
Michael⚡️ profile picture
Great analysis as always, Dylan. Makes you think that the worst is yet to come. People will blow through savings, and will exhaust all credit and lending options prior to capitulating on debt obligations. I expect things to get nasty, especially if rates remain higher for longer. The government isn’t the only one renewing its debt at current rates. Consumer debt, especially mortgages, are rolling over to higher rates too. This is not sustainable.
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