The COVID rescue plan has generated a multi-trillion-dollar deluge of federal spending that has trickled down to government transfer payments, personal incomes, retail sales, and surging EPS. When considering all of these data series in relation to their long-term trends, it’s truly remarkable that the only item analysts consider to be “transitory” is inflation.
Oct
07
2021
How It All Went “Down”
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Federal Spending COVID Personal Income Government Transfer Payments Retail Sales Forward EPS MSCI USA IndexLogin
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