Global Macro Outlook Q4 2021: Goldilocks and the three bears
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Global Macro Outlook Q4 2021: Goldilocks and the three bears

Over the summer, we saw mounting evidence that supply chain disruptions were hampering growth activity and that stagflationary dynamics were at play; however, we continue to believe that inflation will moderate in 2022 and global growth will remain relatively elevated, particularly in the United States.