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China’s Economic House Of Cards | Kyle Bass & Nick Glinsman
Forward Guidance
Is There Room for Stimulus?
The IMF has something that they call reserve adequacy. It takes into account the size of your economy, the size ofyour imports and it takes into account your short-term debt,. They had a perfect excuse for zero COVID to quell that long-term frustration. Nick: Why did they single out foreign investors just rediscover their animal spirits? Kyle: I didn't think they want to be seen doing what the rest of the world is.
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