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5min chapter
Diego Parrilla: China Is Running Out Of Options
The Macro Trading Floor
The Chinese Business Cycle and the Western Business Cycle
D'ego: Central banks and governments haven't really solved those problems. They've used monetary and physcal policies to basically delay a kick the camp down the road through debt and spending. I think in this environment, this abuse will invariably lead to a to massive occurrence of weakness. But i think, if you look at other neighbors, that they're closely linked. The situation for hong kong is dramatically changed. And more than a neighbor faced with his issues from china.
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