politics

The US is entering a period of Fiscal Dominance. Alden said it years ago and it’s just materializing in the last 90 days. 

Inflation doesn’t matter any more guys. It will be locked in at 2.5% - 4% for the foreseeable future. 

Trump will weaken the dollar, cheapen energy, and reduce taxes to boost the economy.

The Federal Reserve's inflation target is 2%, which clearly indicates that the target won't be achieved, and interest rates won't decrease. There's no additional liquidity entering the market. Reducing taxes could be a good stimulus and help prevent recession and unemployment, but it won't be enough.

With the increase in import tariffs on certain goods, household consumption costs will rise, and some industries, especially small businesses, will be negatively affected. The issues are complex, but I don't see the current stimuli as sufficient for the economy. Trump's supportive policies for this period won't be adequate, and direct tariffs on Chinese goods will have a broader impact.