Hartnett: The World's Script is Getting Flipped
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Housekeeping: Good afternoon.
Report’s Main Ideas:
* Everything is telling him ROW fiscal spending replaces US spending— which means: USD weaker, Gold higher, Int’l stocks up, Int’l bonds down, US Bonds up
* We Say: ROW is onshoring payment-chains ; and that Supply/Payment Chains are 2 sides of same coin thus—world must domesticate payment chains as US onshores supply chains…
* AI Baby bubble popped.
* He says: Trump plan wants/needs weaker USD, but cannot have inflation spiking.
* We Both Say: As long as…
The skinny
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