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Has the private sector left the Kondratiev Winter?
Real hourly wages in the US private sector peaked in 1978 – a date close to when Tony Boeckh (formerly of BCA) gives for the peak in the Kondratiev cycle in his recent book “The Great Reflation”. (For more on … Continue reading
Posted in contrarian, inflation, kondratiev, macro, rates, sentiment
Tagged capacity utilization, contrarian, kondratiev, liquidation
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