Is the Bond Market More Right Than the Stock Market?

The bond market and rates markets in general are kind of the best, let's say forecaster in terms of where we should actually be expecting future expectations to be. I think what we're going to start to see is just because of how inelastic supply chains became over the course of the pandemic, I think whatwe're going to starting to see is a lot of onshoring. The problem with maybe relying too heavily on China is I think that this has actually created a lot of conditions in which our supply chain has been too reliant on globalization.

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