MacroVoices #376 Tian Yang: When the Recession Becomes Obvious
Macro Voices
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US High Yield Still Complacent
We prefer to wait for the US recession to become obvious in the data. We think that actually aligns well with kind of our China models as well. So yeah, long dollar C&H, these trades still probably do make sense. But overall, the dollar, I think, it's tricky on our models to make a big call right now.
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