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The “Everything Risk” Is Here | Ed Harrison
Forward Guidance
The Implications of Inflation That Is Supply Side Driven
High energy prices are a serious risk to global growth, he says. A year ago deflationists and people on Team Transcitor were saying inflation is supply side driven, it's supply side driven. I actually think they're more than wrong, where supply side is much more serious because it can last for a very long time. If there's a global energy shortage, that could last for five, 10 years,. all the Fed needs to do is hike interest rates to 3% and destroy demand, cause a little recession and then game over, we're good.
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