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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2024 Edition

The Insight by Oaktree Capital

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Navigating Economic Challenges: China's Stimulus and Market Implications

This chapter explores the effects of the Federal Reserve's interest rate changes on private CMBS debt issuance and discusses China's economic struggles, marked by low consumer confidence and deflation. It also evaluates the government's stimulus efforts to combat these challenges and the critical balance needed for long-term economic stability in a complex geopolitical landscape.

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