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Nicholas Glinsman on Banks, Commercial Real Estate, and China

Forward Guidance

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China's Economic Impact on the Financial Markets

Congress is quite determined to do legislation on this and legislation will be wider and more restrictive. The Republicans and Democrats, some Congress people seem utterly united on the topic that something should be done about China in a way that I haven't seen Republicans and Democrats aligned on. It seems to me, apart from the economic rationale, you've got to be long dollar against the Chinese one,. So USD versus C and H are just skirting below seven right now.

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