It's the Supply Chain, Stupid.
China and Russia have weaponized the supply chain. Inflationary impacts will stick with us for longer than the Fed is willing to admit. Inflationary bust scenario is possible.
Deglobalization has been accelerated by Covid and exacerbated further by rising geopolitical tensions. This dynamic, which threatens the hegemony of the $, will usher in an era of building multiple /…
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