MacroVoices #376 Tian Yang: When the Recession Becomes Obvious
Macro Voices
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The Long Brazil Bond Trade and Emerging Markets
The market essentially priced in China reopening, changing everything before it was ready to happen. Whereas now there's a bunch of cases that show activities bottom in China. It's not necessarily bonanza booming. But I think compared to how bearish the market price has been and sentiment on China's been, it feels like a pretty nice contrarian kind of setup.
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