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The Drill: No stimmie, no fun for China

China is getting slaughtered this morning as the "stimmie drug" is fizzling while geopolitical risk in crude is waning. We keep a negative bias on commodity markets as the China trade is fading.
2024-10-08

China is getting slaughtered this morning as the “stimmie drug” is fizzling while geopolitical risk in crude is waning. We keep a negative bias on commodity markets as the China trade is fading.

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