Timing…

I think the Big Question for the economy is timing. In what order will things unfold.

  1. People talk about higher interest rates due to increasing debt.
  2. People talk about lower interest rates due to a weakening consumer and a slowing economy.
  3. People talk about higher interest rates due to tariff inflation.
  4. People talk about increasing growth due to lower corp taxes and deregulation.
  5. People talk about lower growth due to stagnating trade/tariff situation.
  6. And those five things are just a start.
  7. Most likely all of these events will occur, one just needs to get the order and length of time nailed down for each.

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