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GM34: When Geopolitics meets Global Macro ft. Jacob Shapiro & Roger Hirst

Top Traders Unplugged

CHAPTER

Is China Reopening the Global Economy?

I think what they were actually doing was controlled explosions to see if they could deflate this thing sensibly. And China has gone from and they've realized that the credit was needed in 2009, this credit impulse. So yes, they can still and still do grease the economy with total social financing. But as 6.5% GDP today is different from 6.5%. GDP growth five years ago for the global market will have less upward pressure on commodities,. There will still be demand. But it won't be sort of growth or rate of change of growth that we were used to.

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