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The Deflation Scare Is Coming With Deer Point Macro

Lead-Lag Live

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Is There a Correlation Between Nominal Wages and Capital Deepening?

I'm not sure if the jobs report would be a reason for a lower VIX. I think that it's been more due to outflows of volatility into different asset classes rather than being concentrated within equity markets. The only kind of issue that I'm worried with about emerging markets is they get stuck in this conundrum. If we still have a relatively high dollar because of shortage in supply chains, and if we have all of these factors, I think that could actually really end up harming emerging markets.

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