MacroVoices #377 Daniel Lacalle: On The Road To Stagflation
Macro Voices
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The Ramifications of the US-China Trade War
If we're going to see the commodity sector recover, it's probably going to be Chinese demand that's pushing it. But I don't know how to forecast or analyze any of this because none of the data is really visible. And you've mentioned a very important factor, which is supply chain disruptions, disinvestments or tightness of supply in key commodity areas. So I think that it's something that is extremely important.
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