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12min chapter
Macro Mondays #70 - The Beijing Nothing Burger
Macro Mondays
China's Stimulus and Global Impact
This chapter delves into China's fiscal stimulus measures and their effects on global investors, with a particular emphasis on capital flow into China and hedge fund positioning. It explores recent liquidity actions by the Chinese government, including interest rate impacts and upcoming initiatives expected during the National People's Congress. The discussion also highlights the potential for a shift towards US-style quantitative easing in response to economic challenges and assesses the implications of these developments on market behavior.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode