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Bull Trap Or Bull Market? Bitcoin Hits 25k | Macro Alf, Dave Weisberger, Mike McGlone | Macro Monday

The Wolf Of All Streets

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Is China Reopening a Good Idea?

China has reopened and has all the incentive schemes in the world to try and make sure the economy restarts again. China's been a big pain point for the last two years, they've tried to deleverage the market hard. The thing is, so far, the Chinese reopening hasn't really shown up in any meaningful macro data yet, yet. But I think it is one of the global macro forces that will be underpinning markets in the first half of 2023.

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