Macro Mondays #70 - The Beijing Nothing Burger
Description
The Beijing "fiscal bazooka" has been center of attention in global macro in recent weeks, but what did we actually get from the Chinese government and what is the outlook for the Chinese economy? We also cover the upcoming USD liquidity tsunami and how that should affect your risk balance in USD markets.
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Check out the episode on youtube to see the graphs & videos we look at.
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Host: Andreas Steno & Mikkel Rosenvold
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