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8min chapter
Macro Mondays #68 - China bringing a potent knife to a gunfight?
Macro Mondays
China's Economic Landscape and US Liquidity
This chapter analyzes China's economic situation as it faces a potential recession while connecting it to upcoming liquidity changes in the US market. It discusses the implications of US Treasury bond issuance and proposed changes to the Federal Reserve's discount window rules that could enhance liquidity and encourage investment in risk assets.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode