MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go
Macro Voices
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Inflation Is a Complex Process, Not a Bet
Onshore near shoring doesn't help my inflation view, not a bet. And its impact on inflation is not a shock. It's glacial and will occur over time. There are other offsetting factors to that. Aging demographics in the industrialized world is a dead way drag on pricing power because it means slower aggregate demand growth.
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