Sunday, October 16, 2016

Wall Street approved Macro nautic policy impasse

So

Fiscal Deficits need to be contained

Wage push output price inflations need to GE contained

Outcome

Stagnation with or with out
A motivating Wall Street aim

Thesis:

When the trade imbalance motive for a stag driven rebalance or at least slow down ran its course
And the Two track recovery  ( fast south slow north )
went off the rails somewhere between  the Taiwan straights and the agean sea

Brighter bulbs on Wall Street realized
Hey !
We now have
A global system moving in a decidedly and perhaps non transiently
 sub acceptable fashion

Enter the second Clinton dynastic moment