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What China’s reopening will mean for the global economy

The Sound of Economics

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Is China in the Supply Chain?

China does not play, you know, to speculate or, I mean, certainly not for guys. China exports as much as 35% of global intermediates. So, inflation might not come from energy, but it could come from China's export prices into our supply chain. Just imagine if there's some supply disruptions in China because maybe workers don't come back. But that tail risk, in my opinion, is more important than energy.

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