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12min chapter
MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe
Macro Voices
US-China Supply Chain Dynamics
The chapter explores the supply chain dynamics between the US and China, highlighting China's dependency on global demand and the challenges they are facing. It discusses how China's hesitation to retaliate against American tariffs indicates their fear of economic impact. The chapter also delves into the unique nature of the upcoming United States election and its potential macro impact.
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Discover
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