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NVK @nvk · Jun 29, 2022
  • From Twitter

Great thread below.

Tweet Jun 28, 2022
The rise and fall of the consumer. Household demand for goods and services is poised to fall off a cliff. The US economy simply cannot handle the Fed’s continued monetary tightening. This is the onset of a vicious stagflationary environment. He
by Otavio (Tavi) Costa
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