
5% Inflation for a Decade?
What Goes Up
Is China a Good Idea for Inflation?
Vincent Deluard: It's hard to have conviction in your views right now when China is such a big part of the equation and we don't quite know what's going to be happening with China. In the long term, I actually do think that that what we're seeing is is a trap for the deflationist crowd or the peak inflation crowd," he says. "Whatever we are getting now in terms of deflation will be tomorrow's inflation"
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