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John Delaney ๐บ๐ธ @JohnDelaney
The US now has industrial policy - it's focused on infrastructure, decarbonization & reshoring. It will be VERY positive in terms of competitiveness, job growth and resiliency but it will be inflationary. At some point Fed has to move its inflation target from to 3% from 2% — PolitiTweet.org