3min chapter

The Macro Trading Floor cover image

Marko Papic: Game Over For The Oil Bulls

The Macro Trading Floor

CHAPTER

The Demand Side of the Equation

Marco: I don't care about zero cobe china iss liarly in aa balancintrocession. China has reached, ind ot the end of its growth model. Commodity prices and chinese imports have been coming down. We see there is a deliveraging going on there, slowing down. And we made a bet that commodities going down ton't last. It's an extremely both interesting and cynical analysis.

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