Macro Hive Conversations With Bilal Hafeez cover image

Phil Suttle on Fed Murdering Expansions and Bond Worries

Macro Hive Conversations With Bilal Hafeez

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Will China's Reopening Affect US Growth?

I think one of the ironies of China's sort of geo-political approach is that they're actually gonna spread the wealth. You know, this is not, I mean, some fashion, the bigger role that China played in the US growth story was in the past couple of years when it was willing to supply product and help keep US economy improving. We've seen a flip in that relationship back again to a much stronger consumer. The Chinese people are relatively cautious about this reopening. And I think that warrants, you know, that councils against Q1 being too strong.

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