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Supply Shock + Massive Stimulus= Biggest Inflation Risk In 40 Years

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After all, a sudden surge in demand following a supply shock is a “classic recipe” for a pickup in inflation, wrote Christopher Wood, global head of equity strategy at Jefferies, in an April 4 note. https://www.marketwatch.com/story/the-biggest-inflation-scare-in-40-years-is-coming-what-stock-market-investors-need-to-know-11617846712

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After all, a sudden surge in demand following a supply shock is a “classic recipe” for a pickup in inflation, wrote Christopher Wood, global head of equity strategy at Jefferies, in an April 4 note.

https://www.marketwatch.com/story/the-biggest-inflation-scare-in-40-years-is-coming-what-stock-market-investors-need-to-know-11617846712

David Stockman
David Alan Stockman (born November 10, 1946) is a former businessman and U.S. politician who served as a Republican U.S. Representative from the state of Michigan (1977–1981) and as the Director of the Office of Management and Budget (1981–1985) under President Ronald Reagan.

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