There Is No Bailing Out The U.S. Economy
High prices have had a choke hold on the U.S. economy since 2021.
Oil should persist at or above $100 as I do not see the Trump Administration walking away from the Iran War. The Defense contractors pushed for war, and they got it. Trump got rolled.
The Fed does not have a path to strengthen the economy:
Lower rates? Yield curve control? QE? All inflationary. Rob Peter to pay Paul.
Sure, the Fed can inflate asset prices, yet in the process it will further destroy the value of the Dollar, which it has done at an accelerated rate since 2021.
Prices are going higher and the Dollar will continue to decline in value versus real assets.



