China's Romance With M M T Is Almost Over

We have an inflation problem right now, which is about bottle nex supply issues. China was having this kind of romance with m m t, but it was a very on off romance. And i think that em china doesn't want to play that role any more. I think it's worried about turning into japan. It's going to run its economy cooler than it has. We have the inflation to get there. But i think you really need m to find a new secular driver.