MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot
Macro Voices
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Are Emerging Markets the Cleanest Dirty Shirt?
Who will have the cheap cost of energy looking forward? It's number one, whoever accepts trade with Russia. Number two, who will have cheap energy? It will be whoever accepts to turn back to coal. Most emerging markets are already there. The question is, does the US join them? And perhaps following this November election, the US will join them.
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