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The ECB Hikes As The Fed Pauses - Is This 2008 Again?

The Macro Trading Floor

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The Wife Megatrade: Chinese Real Estate

China is trying to prop up demand for real estate again. They're also trying to manufacture new infrastructure projects in highly indebted regions. I really get the vibe that they're now back to their good old policy plan of just building some more ghost towns and see whatever happens. It looks like a bit what we have seen in the past.

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