Joe Lavagna

speaker

36 appearances 1 recordings 1 series first heard Nov 2025 last heard 20 Nov

Joe Lavagna’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Nov 2025 with 1.

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And monetary policy history is littered.

I got it.

with times where things look good and then the Fed just waits too long to reverse course.

I continue, Steve, to look at the survey-based data, especially among the various regional banks that put out data from purchasing managers.

And the good news is those numbers are improving.

For example, the New York Fed Empire survey suggests we're going to get an ISM reading in the next month in the mid-50s.

That would be very positive.

So those anecdotes are key.

We're going to see some more payroll data before the year's out.

It might be soft because the Democrat-induced shutdown.

But I think, as you said, Steve, it's the execution.

We're going to have the full expensing on the structures that IRS will have up at the end of the year.

That's going to lead to a big building boom.

So I think it's really on the forward and how the incentives are designed to create a middle-class boom.

It's going to be a disinflationary boom.

At Livornianomics and at Sec Scott Besson.

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