Surveillance: Fed Skip with Luzzetti
Bloomberg Surveillance
00:00
The Counterfactual of China's Export Disinflation
The global growth impulse that people are expecting from China is seemingly not there as much as anticipated. The key question for them is, are credit conditions tightening enough to offset that? What's the counterfactual of China? Do they export disinflation, even outright deflation? How does that change the American model?
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