1. a higher deficit is a sure thing;
2. It can not be absorbed by the market without doubt;
3. Will US government debts collape? no, because US can not afford it;
4. The only solustion to this: Fed will almost certainly have to buy in the primary market;
5. How to label it? It is one time thing, so not a QE. Fed will avoid this bad word to calm investors--do not worry about inflation, just one time thing.
6. But, but, any fed's direct buying is equialent to printing dollar, or directly injecting liquidity to the market.
with more liquidity a most like result of trump's higher deficity, what happen to equity?
and
what about inflation? we will be told not worrying about it, or woryying about it later.
Not a trade recommendation
