John Delaney 🇺🇸

@JohnDelaney ↗

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Last Checked April 3, 2023

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Sat Jan 14 17:54:23 +0000 2023

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John Delaney 🇺🇸 @JohnDelaney

How does it sort out: The Fed has cooled the economy & supply chains are getting fixed. Reshoring will reduce the prior to covid supply glut, but not completely, creating long term supply/demand equilibrium Inflation moderates and Fed keeps rates stable for a while. — PolitiTweet.org

Posted Jan. 14, 2023

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John Delaney 🇺🇸 @JohnDelaney

During covid people saved a lot and post covid they spent big, which is inflationary. Energy prices went up b/c of Ukraine (inflationary) & now down (disinflationary) Reshoring/energy transition is positive but inflationary Fed raising rates/reversing QT is disinflationary — PolitiTweet.org

Posted Jan. 14, 2023

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John Delaney 🇺🇸 @JohnDelaney

@SupplyChainBrew It's important to appreciate that multiple factors caused inflation - both supply chain disruptions/reshoring and stimulus/money supply. The former is, in fact, transitory - the later is not absent Fed intervention. Some things in life can't be reduced to a talking point! — PolitiTweet.org

Posted Jan. 14, 2023