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fiscal policy

3 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jul 10, 2023 by James Aitken · across every show →

Everything said about fiscal policy, oldest first

Jul 10, 2023 neutral
Insight
Aitken: Large-scale fiscal stimulus requires low sovereign refinancing rates
“The ability to deploy fiscal policy in scale or just fund or socialize losses Depends on your ability to roll over all your sovereign debt at a fairly predictable, fairly low rate. Otherwise, it just doesn't work.”
James Aitken Jul 10, 2023 ▶ 25:57 James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
Jul 10, 2023
Opinion
Aitken: COVID-19 stimulus permanently shifted fiscal policy toward persistent intervention
“I'm afraid what that has probably done is reset expectations of what fiscal policy can do and how it can be deployed in future downturns. So now it's out of the box. Fiscal policy is probably going to be more proactive and generally stimulative. And that makes…”
James Aitken Jul 10, 2023 ▶ 9:40 James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
Apr 14, 2025 bearish
Opinion
Papic: US asset outperformance driven by post-2020 fiscal spending is over
“It's the fiscal gravy train that gave us exceptionalism of the U.S. Asset flows from 20 20 to 20 25. That's over.”
Marko Papic Apr 14, 2025 ▶ 11:24 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
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