What's Happening In Global Macro?
The Macro Trading Floor
The Chinese Reopening and the Consumers' Feedback
March retail sales data were really strong. This could help this reopening trend be more sustainable than just a blip like we saw in January. China is one of the places that has one I think I think 30% of it's what consumption accounts for us overall economic activity in China. It's very low like the same number in the US would be over 70%.
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