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4min chapter
Unpacking The Chinese Stimulus Bazooka
The Macro Trading Floor
Intro
This chapter explores China's recent stimulus measures and the market's enthusiastic response, drawing parallels to historical patterns of foreign investment. The discussion highlights the contrast between stock market sentiment and economic realities, emphasizing a psychological turning point in the context of a balance sheet recession.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode