USA

2 posts
The Legacy Trap
by Dheeraj Mahtani — 4 min read

The Legacy Trap

What's really behind Powell's rate cut hesitation? The answer isn't found in employment statistics or inflation readings.

USA
The Americans Can't Go Back

The Americans Can't Go Back

Dheeraj Mahtani — 5 min read

The American economy isn’t collapsing — it’s evolving. Higher debt, persistent inflation, and structural shifts like tariffs and remote work are creating a new system. But financial markets are still priced for the old one — and that’s where the real risk lies.

USA
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