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Show Notes
Frances Donald, Manulife Investment Management Global Chief Economist, says inflation may be coming more from deglobalization and large fiscal spending rather than monetary policy.Geoffrey Yu, BNY Mellon Senior Strategist, says markets are pricing in yield curve control. John Ryding, Brean Capital Chief Economic Advisor, says we may still have an unemployment rate above 9% by the end of this year. Michael Nathanson, MoffettNathanson Founding Partner and Senior Research Analyst, explains how TikTok could become Microsoft's deal of the decade.
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