I anticipate a deflationary growth shock in the West. History tends to resonate through time, and the lessons from the post-WWI and post-WWII periods serve as my guiding reference. The prevailing consensus appears misguided in its focus on a high inflation era narrative, which may overlook the complexities and potential shifts in the economic landscape. Think DOGE. As for the labor market, lets see how the revision fall over the next few months.