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Show Notes
Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, still expects a strong growth trajectory over the next several years. Megan Greene, Harvard Kennedy School Senior Fellow, says Turkey is the canary in the EM coalmine. Seth Carpenter, Morgan Stanley Chief Global Economist, expects inflation to peak at start of 2022. Stephen Stanley, Amherst Pierpont Chief Economist, says it's going to take a while for the Fed to catch up.
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