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Jacob Shapiro on Russia, Ukraine, and China
Forward Guidance
The Global Economy Is Based on Artificial Chinese Demand for All These Commodities
The Chinese government has come to the realization that it can't just do nothing. They're already now talking about bailing out some of the real estate developers. I would expect some stimulus but not at the level after the great financial crisis. The global economy is based on artificial Chinese demand for all these commodities. We forget that.
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