JPMorgan's Obituary for Globalization
What Goes Up
The Impact of Globalization on Asset Allocation
Jared Bernstein: We have been in an era of increasing globalization for some period of time. And that has been enormously powerful in terms of driving market returns, he says. But the trend towards globalization for many years was self-reinforcing and now we may be kicked out of that virtuous cycle," writes Bernstein. "And so that may raise the baseline level of inflation across the global economy"
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