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Nikhil Kamath · @nikhilkamathcio

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Supply Shocks Behind Inflation

From x.com/nikhilkamathcio

I asked what was happening in Haryana with the monsoon, migration, and inflation, and shared a link without describing its contents. The post raises these topics as questions; it does not make a factual claim about conditions in Haryana or explain any connection among them. This question sits alongside broader concerns about inflation, including investments that hedge inflation and negative real rates and recession.