📅 22.05.2026 · CPI inflation has crept back up to where it was in 2023... · 👁️ 1
"If something bad happens to the economy, it's actually good for risk assets because it means we will be printing. We'll be printing big."
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Login…We're living in upside-down world, where the bad news is actually good. If something bad happens to the economy, it's actually good for risk assets because it means we will be printing. We'll be printing big. But in overall, if you look at the inflation now that has come in, it's too high. I mean, you have now CPI inflation, it's the same as it was in 2023. And the Fed had to hike rates. They had to increase rates a lot during those 2022, 2023 times.…