>>60757260>Hyperinflation is much more likely than a regular recessionI dunno, I think the Fed is pretty aware of how bad inflation could get. It could be better to pop the AI bubble instead: blame it on NVDA and China collaboration, that they both basically grifted the entire US stock market, maybe throw in a couple of US investment banks to blame as well (for all of the derivatives action) and then you can erase all the inflated values that went into the stock market during Biden's term while escaping blame for having printed it.
likely catalysts:
.China making a big public deal about cancelling their H20 orders with NVDA on Monday or Tuesday before the upcoming earnings report, citing security concerns.
. Intel CEO (or allied media) essentially blowing the whistle on NVDA's shady dealings with Chinese chip smuggling in an attempt to deflect from Trump attacking him recently over his own dealings with China (next week?).
. Trump semiconductor tariffs being (finally) released (next week?) which put a company-by-company tariff on semiconductors proportional to the parts used in them being sourced from this-or-that country.
any of these could provide the shock that we need to kick off the recession, avoid US being blamed too much, and set the stage for kinetic with China.