Housing rebounds - time to call off the recession? Guest: Warren Pies
Macro Mondays
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The Chinese Reopening and the European Negative Story
The PMIs last week confirmed that Europe's economic prospects are atrocious. But how do you see the interlink between the Chinese reopening and that European negative story? China can sort of to an extent operate in a bit of like a bit of in the sandbox of its own, but then again, it's very much reliant on exports. Right now we see veining demand in the West, which means that Chinese export as a suffering received in the margins, received in volumes.
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