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Jonathan's avatar

How do you come to this conclusion “Markets continue to price stagflationary nominal growth and tightening liquidity” when your graphs show +G+I at 57%? And stagflation -G+I at 0%?

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Hugo's avatar

Little caveat on spending, savings have reached historical highs and households have enough savings to survive higher inflation. Also can you link your publication on the L(-) regime.

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