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Too Early To Signal a Pivot?

Real Vision: Finance & Investing

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Secular Inflation

A lack of supply of labor an important part of your equation when you look at secular inflation trends. A millennial generation on down that's at 40% of the household formation and wealth formation of baby boomers has driven a... That generation was the labor class. So my view is that labor could do very well into a relatively ... Into a slowdown in the economy, other things could slow down much more than demand ultimately will. That will ultimately drive a more stagflation environment.

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