What’s Ahead for Growth, Inflation, and the U.S. Federal Reserve?
Author: admin
Footnotes – December 2023
If you will remember, we started these “First Friday” meetings in October 2022, because we saw storm clouds on the horizon.
The U.S. Federal Reserve was fighting a bought of inflation which turned out to be stickier than originally thought by increasing interest rates and decreasing the liquidity in our economy.
History tells us there is an 80% probability of the Fed over-tightening, and eventually sending us into a recession.
While recessions are events intelligent investors would like to avoid, current conditions have heightened our concerns. Here is why: Our U.S. debt has increased by over 30 trillion over the last 40 years. That’s 30X the debt it took our country over 200 years to amass, and most of it accumulated in the last 15 years.
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