The economics of the Grayzone

Report Date: 17th November, 2023

In the world of the grayzone alliances, international trade will not be an engine of growth. And no longer will China be either. The EU will lose ground. Inflation will remain a step higher. Sovereign debt will not fall and aging developed economies will stop growing. We’d be long bonds, selected equity sectors and the US dollar.

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Author: Independent Strategy

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