MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go
Macro Voices
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Inflation Is Going to Unwind
40% of the CPI is not exactly an on trivial share. That metric, which is a proxy for global freight rates, is collapsed 60%. So of course, inflation is rolling over. But I do think that the next 12, 24 months, the inflation is going to unwind.
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