POPA Reconthis is based off data from past 3-6 months, so it is lagging. Just measuring the trend slope and issuing probabilities.
this is based off data from past 3-6 months, so it is lagging. Just measuring the trend slope and issuing probabilities. For any macro regime nowadays especially with the dispersion in financial assets (AI(or whichever latest bubble) vs the rest) and in the real world/economy, it is very hard to 100% say without confidence that we are that particular regime. Hence, i came up with this gauge. So right now, we are between an inflationary boom and inflationary bust, i think even if Trump pivots today or next week, it will take awhile for inflation to come off. But sure - you can trade off the…
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