Unraveling Inflation: China, Russia, and Emerging Markets
September 29, 2022
Higher interest rates are largely credited with reducing inflation of the 1970s, but the impact of new commodity and labor supply from China, Russia and other emerging nations is rarely considered.
Today, interest rate hikes are being attempted in isolation, with very different labor and commodity dynamics from emerging markets.
As always, please do not hesitate to contact us with any questions.
Horizon Kinetics LLC
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