13min chapter

Macro Mondays cover image

5 good trades for 2025

Macro Mondays

CHAPTER

Navigating China's Economic Ambiguity

This chapter explores the uncertainty surrounding China's economic stimulus plan and its impact on global markets, particularly commodities like copper. It discusses frustrations over the lack of clear communication from the Chinese government and reflects on the potential implications for investors and trade dynamics as we approach 2025. The conversation also touches on inflation trends and historical contexts, suggesting a cautious optimism while acknowledging upcoming economic challenges.

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