NY Times Bestselling Author, over 1 million copies sold, now published in 12 languages globally. Long-time @CNBC Contributor, founder of the @BearTrapsReport
A Multipolar World + $2T deficets in the USA + $2T AI Capex =
Producer Prices - Business Level Inflation
In Q1 / Q2, the BCOM vs. PPI divergence was striking; now the jaws are closing. - Bloomberg Terminal data.