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MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?

Macro Voices

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Are Markets Pricing of Inflation Transitory?

Global demand suffered a mortal blow in asia. New orders ally fell into contractionary territory for the first time since july 20. A return to a mico economic equilibrium, which guarantees thee 21 burst of good's inflation, is one off that would fit the feds transitory narrative. But really, i would argue that there is a lot more to inflation than the good story.

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