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Russell Clark: Brace For Structurally Higher Inflation
The Macro Trading Floor
Is the Federal Reserve Going to Pause?
We've had a lot of economic data coming both from us. And europe, as well as china. How rapidly do you think the economy is slowing? Pretty rapidly actually. I would argue that within six months from now, we are talking about pmi levels between forty and forty five. That's at least historical natural correlation between interstrates and pmis slash p growth. So i guess by the end of this year, we will be in recessionary territory, at least for the manufacturing secto.
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