Peter Navarro’s Taking Back Trump’s America
News:Politics
The Soft Landing Crowd Versus the Stagflation Crowd: Navarro Market Rap For Week Ending Dec 1, 2023
GET THE TRANSCRIPT AT HTTP://PETERNAVARRO.SUBSTACK.COM
The market was essentially flat to barely up for the week. This suggests a stalemate now between those who believe in a “soft landing” in which higher interest rates slowly tamp down inflation and growth until we hit some steady state without recession and those (an increasingly fewer number) who see inflation as more stubborn and a recession as far more likely.
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