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I Feel The Market Move Under My Feet with Gabriela Santos of J.P. Morgan

RiskReversal Pod

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The Rise of China Demand

When we look at Chinese demand, it's going according to plan of oil. I think the reason that oil prices have fallen is supply. And hence, Saudi Arabia and other OPEC members might not be willing to shoulder the burden. We actually think this fall in energy weighing on the energy sector in the US is much more driven by supply versus demand.

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