Surveillance: Tale of Two Halves with Bailin
Bloomberg Surveillance
00:00
Is the Fed Going to Follow Through?
Oil is indicative of the fact that demand isn't going to be there. China's domestic market and its regional market are going to do extremely well. But imports coming up where exports from China to us and to the West are going to be really diminished this year as a result of the current economic situation. Investors have to be defensively positioned now and then become offensively positioned in more aggressive things next year.
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