Surveillance: Fed Skip with Luzzetti
Bloomberg Surveillance
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The IMF's Cautious Five-Year View on Global GDP
I think global GDP is perfect of global productivity. It's where global demographics are. China's own growth forecast was conservative at the time, especially if we take into account the reband. Leland Miller at China beige book is heeded that the street has this wrong. He's far more optimistic of the domestic Chinese experience and says it will even come over to a per-pacific room statement. I wouldn't say it's the mother of all opportunities, but given the last three years, China's always been an afterthought in terms of application because of lockdown,. Because of other factors. There is an opportunity set there as well. But having said that, going to the fiscal
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