Monetary Wonk (@monetarywonk) 's Twitter Profile
Monetary Wonk

@monetarywonk

Thoughts on all things monetary, markets, and Bitcoin, eth🦇🔊. Non-tribal. Try to see the world through non-ideological lens. independent. moderate.

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calendar_today10-04-2018 15:01:15

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Monetary Wonk
@monetarywonk

23 days ago

When will I be concerned about fiscal deficits? Here is the playbook: Deficit to GDP north of 5% and rising, and CPI above 4% and rising, and 10y UST more than 3% higher than the Fed funds rate. This would indicate demand pull inflation is taking hold, and without a