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MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible

Macro Voices

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Is This the Beginning of a Secular Inflation?

Luke Kohn: Is it true that the inflation that we've seen was entirely about the pandemic? Or could this be the beginning of a secular inflation, which is my thought. He says you can't get on line or or go somewhere without saying, hey, de globalization or we're going to reshore. And i think that's something that's, that's going to happen, in part based on what we've seen.

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