
What's Happening In Global Macro?
The Macro Trading Floor
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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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