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BEARISHCore thesis · 5/5

US structural deficits risk higher trend inflation

The speakers argued that projected multi-trillion-dollar US structural deficits will force a choice between spending cuts, tax increases, or delivering lower real returns to bondholders through sustained higher inflation.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
US structural deficits risk higher trend inflation · Zortix