$TAO
🚨🇺🇲 The consensus is crying about 3% inflation, but Warsh is already shipping a new "Productivity-Driven" Taylor Rule. The thesis? AI is a massive disinflationary force that lets the economy rip at 5-6% GDP without a wage-price spiral 👀
If AI boosts potential output, the Fed can slash rates even with "sticky" inflation 👀
The hustle is using "efficiency gains" as theoretical cover to give the White House the lower borrowing costs they’re screaming for
While the bagholders wait for CPI to hit 2%, Warsh is looking at the alpha of the next productivity wave. He’s not waiting for the data; he’s front-running the future 👀
🚸 Warning 🚸 I do not provide financial advice 🔞The intent of this content is for you to be aware of market conditions before starting to invest 👌Thank you for reading 👌