PumpStrategist
This year's fiscal stimulus is indeed taking effect, and the rise in expectations is moving upward.
But things are not that simple. Immigration policies have tightened, which may cause problems in the labor force. On one side, money is being invested to drive demand, while on the other side, the workforce cannot keep up with the pace — this kind of tug-of-war is the most troublesome.
The market loves stimulating policies, and everyone is happy with a loose monetary environment. However, for the economy to really take off, it's not enough to just have money; there must be enough people
View OriginalBut things are not that simple. Immigration policies have tightened, which may cause problems in the labor force. On one side, money is being invested to drive demand, while on the other side, the workforce cannot keep up with the pace — this kind of tug-of-war is the most troublesome.
The market loves stimulating policies, and everyone is happy with a loose monetary environment. However, for the economy to really take off, it's not enough to just have money; there must be enough people

