A world where the West maintains tariffs against China and decouples supply chains will experience inflation, not deflation, because the geopolitical need to protect domestic industries overrides the deflation from China's excess capacity.
causalpending
Speaker
Russell NapierEvidence Quote
“That's a world where we have inflation because we simply can't live with the geopolitical impacts of China dumping material and wiping out indigenous corporations and indigenous businesses.”
Source
Understanding The AI Opportunity with Russell Napier | The 2025 Prime Quadrant Conference— Prime QuadrantCreated: 8/11/2026, 7:40:36 AM
My Notes
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