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The Deflation Scare Is Coming With Deer Point Macro

Lead-Lag Live

00:00

Supply Chain Disruption - Is the Fed Miscalculating?

I don't think most people are really realizing how fast that we can kind of make this shift from the high inflation back to disinflation or deflation. The marginal propensity of consumption today is much different than it is back in the 70s. And, you know, we're seeing consumers try to continue consumption patterns, but they're doing that on the back of toxic forms of borrowing.

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