Timing…
I think the Big Question for the economy is timing. In what order will things unfold.
- People talk about higher interest rates due to increasing debt.
- People talk about lower interest rates due to a weakening consumer and a slowing economy.
- People talk about higher interest rates due to tariff inflation.
- People talk about increasing growth due to lower corp taxes and deregulation.
- People talk about lower growth due to stagnating trade/tariff situation.
- And those five things are just a start.
- 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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