Yep, it's like the argument about prices going up because of the diverging Saudi revenue v spend argument (graph below, ref Lombard street research via Kohler)
I'd like someone to provide a rational explanation as to why the argument stands, and tell me why, given this divergence, they wouldn't just do what the USA do.
Print more money. Any macro economist's reading the FAR threads?
Oil recoil - J Curve, page-24
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