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bjzimmy

To: Rarebird who wrote (19296)	11/2/2023 12:03:43 PM
From: Real Man	1 Recommendation Read Replies (2) of 26251

The best thing about US capital surplus reversal is that the manufacturing jobs will come back. It won’t be pretty in the stock or bond markets though since all this extra foreign demand for our assets will go away. The dollar need not go to zero, and it’s a good thing. You can invest in emerging markets and foreign equities. Wall Street will be once again reduced to playing a supporting role in the economy, not a major role it plays now, all because higher rates will make it difficult for them to rip people off, these games are played on revaluing 30 year debt, selling it, underwriting it. Do I think USA will be wiped out in hyperinflation? No. I think it can be like Australia, which ran current account deficits for the longest time then just reversed to running surpluses. US becoming the new Germany will benefit the labor market here and reduce income inequality. It will, however, put downward pressure on equity and bond markets. The problem? Wall Street definitely does not want this, and they bought the policy makers and the politicians.

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