I wonder if he thinks or hinting to the Fed reversing the interest rate hikes with inflation, supply shortages and delays plus possible food shortages with no fertilizer coming from Russia and a drought in some areas. Now China port closed presently. People still reading the inverse yield curve expecting a recession that usually comes a year or two after.
I don’t see that a easy street and travel depended on Covid restrictions as well as there own shortages with mandatory vaccines for workers and ships for both employees and travelers.
Richard 21:50
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