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Nothing Destroys Inflation Like a Recession | Darius Dale
Forward Guidance
China's Rhetorical Policy Shift
When you're trying to position for a growth slowdown or simultaneous deceleration and growth and inflation, as we are set up to experience in the back half of this year, you're going to want to be in duration. I think it's too soon to play for the short end. Darius: Beijing must follow through on its rhetorical policy shift. If not, FXI and Kweb are toast; they own baskets of Chinese stocks.
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