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Viktor Shvets Declares Victory for Team Transitory and the Soft Landing

Odd Lots

CHAPTER

Inflation Sentiment Shifts

This chapter explores a recent change in economic sentiment towards inflation and the hopes for a soft landing, focusing on China's reopening and optimism in the economy. It highlights the perspectives of Team Transitory regarding inflation dynamics, emphasizing the pandemic's impact on supply-demand mismatches and the potential for a return to lower inflation without drastic demand reductions.

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