Macro Nugget: Scott Bessent’s 3-3-3
The expected pick to become Treasury Secretary, has proposed a “3-3-3” economic plan aimed at 3% growth, a 3% budget deficit, and a 3-million-barrel increase in daily U.S. oil production. To read the full article, sign up for a 14-day FREE trial of the The...
The Drill: A look at Trump’s policy and their impacts
Take aways Production hikes means the end of OPEC We present a long list of what to expect on the geopolitical front from Trump On trade/economy don’t expect Trump to be overly hawkish/reckless Before we get to Trump, we need to quickly discuss OPEC and their recent...
Macro Nugget: Take the border czar with a grain of salt?
If mass deportations lead to increased wage pressures in the US, don’t expect Trump to push it too far. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a member? Login...
Recent Comments