VEX - Is the China Reopening Overblown?

Bond market participants still are expecting a recession of some sort in the States and for inflation to drop rapidly. That's going to come up again with some really hard questions in the next week or so with the CPI data coming out. On the China reopening, do you see that as overblown in terms of its impact or still a very positive story? "It looks like it's going to be very positive for this year at least," he says.