Behind The Markets Podcast: Hal Brands
Behind the Markets Podcast
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Is There a Disinflationary Impact From China?
I do think that a certain amount of the inflation that we are facing to day, and that we will likely face in the future, is go politically driven. And so the fact that you had economic and political barriers come down after the end of the cold war meant that there were new sources of relatively cheap labor. That had a disinflationary impact on western economies. As you look more of a separation, not a complete separation, but a partial separation, occurring between china and the united states, potentially china and other advanced democracies it's going to have the opposite effect. It's hard for firms or sectors to know what to do about the problem. There's a lot of
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