Something for your Espresso: Markets betting on low inflation AND a Chinese reopening
The market is doing exactly what it should do, if US/Western inflation is falling and China is fueling the global economic growth momentum again. The question is whether it is sustainable to bet on that cocktail. We doubt it.
The market is doing exactly what it should do, if US/Western inflation is falling and China is fueling the global economic growth momentum again. The question is whether it is sustainable to bet on that cocktail. We doubt it.
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