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There's No Bull Case For Risk Assets

The Macro Trading Floor

00:00

Introduction

This week has been relatively quiet if you look at it from the week to week Basis and not too many major moves. The Chinese remember trading basically at seven against the dollar, which is quite a psychological level. Also other proxies of Chinese growth the off-sea dollar the Korean won also in sectors of the equity market. So what do you make of this China story? Are these guys really reopening? Are they boosting growth? Just a matter of time till we see it in the data or what's the deal here?

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