Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Is There a Reopening of the Chinese Economy?
03:01 • 4min
The Chinese Reopening Is Positive or Negative for Global Commodity Markets
06:54 • 4min
The Chinese Reopening Trade Is Negative for Local Bond Yields
10:56 • 4min
The Chinese Reopening Could Be a Game Changer for Equity Markets
15:05 • 3min
The Second Edition of Stenos Signals
18:31 • 3min