Trump Canceling GDP Report Comes Under Scrutiny

[BumRushDaShow]

2. Since I sub to them, had to go find that

I think this is the one you are talking about - Why a functional U.S. government could actually trigger a bear market



The reasoning sortof makes sense though -

Economic theory provides the rationale for this correlation. According to the late Polish economist Michal Kalecki, the public sector’s deficit equals the private sector’s surplus. Vincent Deluard of StoneX Group explained the implication of this relationship, known as the Kalecki Equation: “When the government spends a trillion dollars on green infrastructure, data centers or vaccines, private businesses and employees eventually cash the check.”

The above meaning a higher GDP.

Right now, the markets are WAY overdue for a correction from the gluttony of the AI fervor, but then if you have people with 401(K)s invested in stocks, that means the nest egg is higher too.