MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go
Macro Voices
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Is There a Global Supply Chain Shock?
The only thing that could restoke inflation would be if there's some other kind of global supply chain shock or something similar to that. Some people are beginning to predict a bifurcation of the global economy where we might, you know, have NATO versus the Soviet Union. That will require reshoring of critical industries that we now depend on Asia for and moving it all back to either the United States or other Western countries.
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