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4min chapter
A Profit Recession Is Coming, An End To Inflation Is Not | Vincent Deluard
Forward Guidance
Europe Is Deflationary Because of Demographics
Vincent: In fictional country, central bank kept rates at zero for a long time. Government send no stimulus worth 20% of g d b after asking people to stay at home and create global supply chain. No infation finally happen eno as would be expected but then the central banker in that country told you that inflation actually did not exist. Vincent: The level of an economic illiteracy that sees is not that different from what you would see in a stene emerging country facing a balance of payment. But i think tits this large probablity that it does happen, because the policy reaction to this infactionary shock has been a pretty much latin american populist,. blame it
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