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Enthusiast
There will be stimulus, just a matter of when and how much. Its pretty much 100% guaranteed no matter outcome of election. If dems sweep, we will likely see more stimulus.
Stimulus by itself likely won’t cause inflation.
Rather, inflation will likely be the result of policy actions by fed et al (whether intended or not).
Will be interesting if we arrive at 2-3% inflation in current rate environment causing negative real yields.
Despite the rhetoric today, there’s still time for a stimulus plan prior to the election. It’s all politics and each side is trying to play the hero.