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I think the world has to prepare now for another round of global inflation and supply chain shortage crises, as well as likely recessions across much of the world.

Europe's plans to rearm are now going to be massively more precarious — but may benefit a small amount from reinvigorated domestic production.

Long-term, there may be some benefits to be had among European economies as they realign themselves, but there'll be a lot of pain for a long time first.

What a stupid timeline.