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Monetary Tightening & the End of the Risk-on Trade | Mohamed El-Erian
Hidden Forces
What Are the Key Elements in Sufficient Supply?
Mohammed: We've entered in a world of insufficient supply, and that relates not just to the supply of goods and services. And we have either pressed poles or reverse on globalization which has an additional set of consequences for the global economy. For a long time, we were living in a disinflationary world with amazon, google and uber allowing us to use existing assets to deal with supply problems. Those three things were very powerful, and they played it out over a decade in causing disin inflationary winds. Now we have a very strong counter force, which is the fragmentation of the global economy,. If you're australia and you've been doing business with china
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