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End-of-Year Encore: 2023 Global Macro Outlook - A Different Kind of Year

Thoughts on the Market

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Inflation Forecast for 2022

Seth Klarman: Inflation is going to continue to be a very central theme for all sorts of markets everywhere. He says the story over the past year and a half has been global supply chains. The key exception there that remains to be seen is automobiles where we have still seen supply chain issues, he says. But by and large, we think consumer goods are going to come down in price with it pull inflation down overall, Klarman adds.

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