Surveillance: Growth Acceleration with Dutta
Bloomberg Surveillance
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Inflation and Supply Constraint - How Much Conviction Can You Have?
We're still facing three structural catalysts for elevated inflation in the long term. It's very much around our conviction that we're in a word shaped by multiple factors of supply constraint. We actually want to push back against this notion that as we enter a recession, you just automatically hide in long duration bonds. This is previous recessions where central banks are expected to come to the rescue and cut rate.
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