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The housing downturn's impact on the broader economy is just getting started. Because the system is far too leveraged, any policy mistake could trigger a domino effect in which one sector after another fails. – Investment Watch

The housing downturn's impact on the broader economy is just getting started. Because the system is far too leveraged, any policy mistake could trigger a domino effect in which one sector after another fails. – Investment Watch
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China's handling of COVID is a total disaster pushing that economy towards negative growth for the first time in decades. This time there is no Western stimulus coming to the rescue, instead Fed rate hikes. – Investment Watch

China's handling of COVID is a total disaster pushing that economy towards negative growth for the first time in decades. This time there is no Western stimulus coming to the rescue, instead Fed rate hikes. – Investment Watch
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Many sectors are bouncing but credit is not. The market can't ignore it. – Investment Watch

Many sectors are bouncing but credit is not. The market can't ignore it. – Investment Watch
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Hyperinflation in commodities prices… – Investment Watch

Hyperinflation in commodities prices… – Investment Watch
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TRANSITORY INFLATION they said. Inflation rises to 39 year high and real wage growth falls to -1.9%! – Investment Watch

TRANSITORY INFLATION they said. Inflation rises to 39 year high and real wage growth falls to -1.9%! – Investment Watch
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