MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go
Macro Voices
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Inflation Peaked and Was Coming Down 10 Years Before the Soviet Union Collided
The on shoring, if you want to call it the de globalization, is not really an inflationary shock. It does end up making the global cost curve higher than it otherwise would be. But these are very glacial moves. Inflation peaked and was coming down in the 20 years before China's ascension membership to WTO.
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