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Policy Priority: Stocks. Even If It Leads To Stagflation.

Stagflation is a major risk for equities and it’s easy to miss. Why? Because Keynesian policy on steroids initially produces the opposite short term results as described above. So far that is the experience that market participants seem to believe is permanent. However, the inevitable 1970s experience is likely on its way and just a matter of time.

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Mission Impossible Isolates The Federal Reserve

Nominal GDP reveals the failure of economic policy  Germany’s Finance Minister explains Guardian Suggests Central Banks stand aside Growing list of dissenters isolates the Fed on rate rises ECRI explains that the economic cycle turned down 9 months ago Crucial to allocate according to real economic cycles and techniques to handle volatility ——————————- Nominal GDP reveals

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