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aninda datta's avatar

Very good analysis again, YCC does look to be a distinct possibility in US if fed is unable to cut rate due to persistent high inflation but what if the rate hike cycle is able to bring down core inflation to 2-3 pc by year end and fed is able to start cutting rate ? Also what if fed increases the inflation target to say 4 pc and starts cutting early, so that high nominal GDP growth increases the tax revenue collection . All possible imagined scenarios.

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Deepak Mehra's avatar

Wow! Love your analysis. Congratulation…you are doing very well!!

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