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Unpacking the Credit Crisis in China with Jens Nordvig

Lead-Lag Live

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Oil Prices and their Impact on Japan and China

This chapter explores the potential impact of oil price movements on Japan and China, highlighting Japan's sensitivity as a major oil importer and China's tendency to accumulate inventory during low price periods. The discussion also touches on the reversal of the deflationary effect of oil price bounce on global CPIs, Japan's nuclear power plants as a possible offset to import costs, and the connection between metal prices and the Chinese cycle.

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