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Podcast: Inflation, Economic Growth & Global Industrial Growth


ECRI’s Lakshman Achuthan joined Erik Townsend and Patrick Ceresna of MacroVoices to discuss:

- Will there be disinflation before secular inflation?
- Global Manufacturing PMI & Industrial Growth cycles
- Post GFC – when does national debt becomes problematic?
- Commodities – what to expect cyclically
- Outlook on precious metals
- Does the downturn in economic cycle call for recession?

Download accompanying deck and full transcript here

 

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