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The Soft Landing “Blue Pill” Is Overpriced | Andy Constan
Forward Guidance
The Impact of China Reopening on Asset Markets
I think the impact on um Of china reopening is mild to the rest of the globe In terms of their asset markets, it's not zero, but it's mild. It just as I said, you know, this is a whole the whole Situation where have is that things are not coordinated globally right now and so you're going to see some odd impacts on that. The controls are very difficult to make this plane land softly and this is just another example of what's different than when you have a global recession. And then and all central banks are pulling it in the same direction So again, it's just to me. A slight inflate inflationary global inflationary push might mean
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