DIVS - Everything Hitting The Global (Eurodollar) Wall

• This “inflation” is just the cover for the harmful redistribution of last year’s global supply shock (not money printing dollars).
• The global economy is clearly hitting the wall of the supply shock and reacting just as markets and curves have been pricing for well over a year.
• More and more it is becoming obvious and undeniable there was never an inflation crisis, only the price illusion of “inflation.”.

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