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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 374.35+0.7%Nov 18 4:00 PM EST
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To: Maurice Winn who wrote (202566)11/11/2023 10:08:45 PM
From: TobagoJack  Read Replies (1) of 217868
 
Re <<and given that much manufacturing is done by Team China, and China imports plenty of energy from ... drum roll ... Russia, Saudi Arabia, Iran, Venezuela ..., so Team USA, along with much of Team EU, in fact imports plenty of energy>>

... meaning, mathematically, China is a big time net-net deflationary energy exporter

and if so, de-coupling / de-risking / friend shoring / re-shoring be net-net inflationary

I suppose
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