Did the Taliban kill the reflation trade?
How?
Afghan debacle -> Biden weaker -> less political capital -> less stimulus -> less inflation -> bond prices rise -> yields fall. Ouch … h/t
@rbrtrmstrng
ft.com/content/5d0029… https://t.co/SOhS5J0ygI
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow
May 18, 2023
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow the money,…