Fundamentally Triggered, EM Rally Fueled By Repositioning: EM Lens
FICC Focus
00:00
Is the Global Supply Chain Changing?
I think tensions between the US and China are only going in one direction. I do think that that divergence is going to continue. And, you know, as you alluded to, China has been reaching out and making allies. Some of that will go against the US's goals and we'll see increased tensions. You can definitely envisage some scenarios where the US essentially turns up at your door and says, 'Who are you with?'
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