Hidden Stimulus, Hidden Austerity (Guest: Vincent Deluard)
This week, Kevin & Patrick welcome back to the show, Vincent Deluard. They discuss fiscal tightening, inflation, and a potential stagflation bear in 2025. They also break down spending cuts, key trades, tax remittances, and Trump’s impact on the USD
The Market Huddle · Patrick Ceresna & Kevin Muir
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Show Notes
This week, Kevin & Patrick welcome back to the show, Vincent Deluard. They discuss fiscal tightening, inflation, and a potential stagflation bear in 2025. They also break down spending cuts, key trades, tax remittances, and Trump’s impact on the USD and global markets.
Follow Ole on X: @vincentdeluard
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