Enzo De Luca

Father. Italian-American. Bocconi Educated. Macro & Trade Models. Red Sauce Authority Figure.

[Enzo De Luca @AmoreCapital]

@CarterLandrum @sarellaofdorne @ch1sss @hubblekuiper @BGarner__ @slimfineMF @xoxotrinnn I see the coincidence that it was Mr. F but everything im seeing points towards that he was working for discovery of treatments for AIDS

[Enzo De Luca @AmoreCapital]

...which, when bundled with govt stimulated spending and transfers, should result in an amount excess income in households, which sustains a consumption level that would otherwise not be attainable given current economic conditions.

[Enzo De Luca @AmoreCapital]

Conditions in the USA as follows: demand-pull inflation on all goods & materials, imbalance between production>supply>demand in that order.

Who is buying?
Where is the money coming from?
Who could be said to be winning in this scenario?

(1/n)

[Enzo De Luca @AmoreCapital]

... which, when bundled with affects of COVID-19, show industry that requires more physical contact (labor intensive industry) loses out, and US capital firms may be better equipped to handle this market disruption

[Enzo De Luca @AmoreCapital]

& here we are, by recommendation of my offspring.

[Enzo De Luca @AmoreCapital]

#NewProfilePic