Good luck with your python journey. Hit me up if you get stuck. AI is pretty awesome if you know what you want to code and can read it well. I've written more lines of code this year with AI than my entire life's total before AI. It's nuts.
Money question. How do you square the M2 increase with recent global M2 decline (albeit slight.) Is contraction happening elsewhere?
I think the decline is coming out of China . China is struggling with the deflation of their real estate market. I think this is putting pressure on global M2. I don't follow China closely enough to know how long it might last. I occasionally look at the bloomberg credit impulse index for China.
grateful for your analysis
I did a quick search and found a Python client that someone wrote for the FRED API: https://github.com/mortada/fredapi
Congratulations on using your new python skills!
Good luck with your python journey. Hit me up if you get stuck. AI is pretty awesome if you know what you want to code and can read it well. I've written more lines of code this year with AI than my entire life's total before AI. It's nuts.
Money question. How do you square the M2 increase with recent global M2 decline (albeit slight.) Is contraction happening elsewhere?
I think the decline is coming out of China . China is struggling with the deflation of their real estate market. I think this is putting pressure on global M2. I don't follow China closely enough to know how long it might last. I occasionally look at the bloomberg credit impulse index for China.
https://en.macromicro.me/charts/35559/china-credit-impulse-index
My main concern is US M2 as dollars are what all my holdings are priced in.