MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.”
Macro Voices
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The Force of De-Globalization Is a Mid-Horse Force
I think the longer, super secular incredibly deflationary trend continues. But I think also we are into right now heading into extremely strong cyclical deflation. And especially oil, I want to touch on it in much more depth because I think it's one of the most interesting markets right now in the world. The point is that I'm not an economist. So I cannot break down things and really separate who we are.
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