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A Rolling Recession or a Hard Landing? ft. David Rosenberg & Liz Ann Sonders
Real Vision: Finance & Investing
Deficit, Government Shutdown, and the Changing Globalization Landscape
The yield curve has never seen a six handle. Inflation is complex. Fiscal policy under Trump and Biden. Huge fiscal reflation in the past. Deficit must continue to rise for stimulus. Freedom Caucus could cause government shutdown. China's actions impacted globalization. Advanced technology and aging demographics are disinflationary. Trust in monetary policy is uncertain.
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