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Do Rely On Dirt Cheap Energy Product To Power Not Just US Economic Growth But US Equity Prices Higher As Well

Summary

there is no deflation.

the USA does compete and compete well globally.

higher interest rates in the USA attracts Capital into the USA.

the deficit needs to be brought down.

labor participation needs to dramatically increase.

No great news in the aggregate as of yet but the USA is not stuck on the zero bound as Japan and Europe have been for some time with China appears dead set on going that way as well.

"2nd wave lng" combined with more $tslas hitting the US Highways is great news for equity but as for debt...not so much.