October 25, 2026Macro·Neutral·macro
David Andolfatto says fiscal backdrop mirrors early 1980s with debt-to-GDP nearly 4 times higher
David Andolfatto says today's fiscal backdrop mirrors the early 1980s, but with debt-to-GDP nearly 4 times higher. He also noted CPI inflation at 3.7% year over year and 8.1% annualized in September 2026.
Detected & updated continuously · Source: Nebula
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David Andolfatto