https://twitter.com/SMTuffy/status/1377733453639208964
Since the beginning of 2021
– US Congressional Blue Wave confirmed
– Democratic President inaugurated
– $2T 3rd Stimulus Plan announced
– $2T Infrastructure Plans announced
– 4th Stimulus Plan floated
– $600B spent into economy via TGA
– and the Dollar has…risen… pic.twitter.com/szQOxfQ6qs— Santiago Capital (@SantiagoAuFund) April 2, 2021
https://twitter.com/DonDraperClone/status/1377929786455171072
The biggest holders of US debt are neither China nor the Fed.
The biggest holders of US debt are American investors and institutions.
China is not even the largest foreign holder (it is Japan) pic.twitter.com/zUmJUKSeoy
— Daniel Lacalle (@dlacalle_IA) April 2, 2021
Republicans responding to bidens infrastructure proposal pic.twitter.com/YIFcwP5fx2
— The Great Martis (@great_martis) April 1, 2021
https://twitter.com/TommyThornton/status/1378010705874583554
US 2y yields jump to 18.4bps after outstanding US jobs data. pic.twitter.com/EMvmb10uMm
— Holger Zschaepitz (@Schuldensuehner) April 2, 2021
Global GDP will likely rise enough to fully recover from 2020 slump. However, the jobs recovery is much slower and paindul, and that is what we should be worried about, not aggregate GDP driven by debt and government spending. pic.twitter.com/PAgCv7bKFk
— Daniel Lacalle (@dlacalle_IA) April 2, 2021
INFLATION: #accelerating, reiterated (since JUN 2020) pic.twitter.com/jDDyOObDuq
— Keith McCullough (@KeithMcCullough) April 2, 2021
Government debt as share of GDP.
Greece: 177%
Italy: 135%
Portugal: 117%
Belgium: 98%
France: 98%
Spain: 95%
UK: 80%
Hungary: 66%
Germany: 59%
Finland: 58%
Ireland: 58%
Ukraine: 50%
Netherlands: 48%
Poland: 46%
Norway: 40%
Sweden: 35%
Russia: 12%— Win Smart, CFA (@WinfieldSmart) April 2, 2021