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Mispriced Markets, Miserable Outlook

Moody's Talks - Inside Economics

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Do You Buy Into Greg's Argument?

The Ukraine war was a significant reason why inflation did kick up in 2022. The demand story is a significant part of it, but yeah, well, and if you take more inflation coming into the year before the attack, so I agree, there's this supply story going on simultaneously. An aggregate, very interesting, how elastic global demand global supply ended up being when you look at it relative to the demand.

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