Geoffrey Fouvry
@GraphCall
Capital Markets
Analysis organized & presented in big-data & augmented web.
Patent US 11,327,775 B2
ex hedgie. LaDucTrading contributor
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1/4 Important đ¨
This move on the 2 years is wrongly interpreted on the #Gold# market.
Why?
Because it's a monetary dominance interpretation.
More interest paid on T-Bills is actually MOAR liquidity injection in fiscal dominance.
It could yield interesting opportunities.
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If your productivity boom only widens the trade deficit, it's not a productivity boom, it's a spending boom đđ¤Ŗ (widening imports vs domestic production).
Productivity boom = more production vs consumption
Who benefits in goods & services bought and sold?
You guessed it right!
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Deval...
The US has a big fat r-g problem
GDP growth too low 1.5%
USD too high
Rates way too high vs USD & growth
Oil too high
Private Credit souring
Bessent screwed up.
