Macro Mondays
Macro Mondays
Andreas Steno Larsen and Mikkel Rosenvold
#11 - Macro Sunday: 3 scenarios for the Chinese response to the RE malaise
42 minutes Posted Aug 20, 2023 at 10:00 am.
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Show notes

 We host Michael Kao for a discussion on the Chinese tool-box and whether the 7.30 line in the sand will hold or not.

The situation is very binary. Either risk appetite will return or else you need to run for the hills.

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