Part 12/13:
While the Fed claims to adopt a data-driven approach, history demonstrates that their messaging often overstates optimism and understates fragility. The pattern from 2009-2012 suggests that their true concern lies beneath the surface, and current indicators point toward greater risk.
Conclusion: A Call for Caution and Structural Reforms
In light of these insights, the outlook for the U.S. economy warrants caution. Continued reliance on monetary easing benefits the asset-owning class disproportionately while risking further inflation, dollar devaluation, and increased inequality. The only sustainable path forward involves addressing the root causes—deregulation, promoting real economic productivity, and developing policies that favor sound money rather than fiat inflationary measures.