3min chapter

The Compound and Friends cover image

Sentiment Rally

The Compound and Friends

CHAPTER

Is China's Reopening a Meme?

China's reopening is going to be the thing that gives the United States its soft landing. Demand coming back from Chinese consumers, demand for equipment and commodities will boost exports. China deciding they're finished with lockdowns and zero COVID policy bodes really well. That kind of flexibility from Beijing signals that they could go 180 on other things,. Right?

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