
Trading Trump 2.0
The Macro Trading Floor
Chinese Bazooka and Market Sentiment
- Brent and Alf discuss the elusive "Chinese bazooka," referring to anticipated market-boosting policies that haven't materialized.
- Investors are wary of Chinese markets due to past disappointments.
- Despite skepticism, any positive headline quickly triggers buying activity.
- David Tepper's recent selling of Chinese assets is mentioned.
- Alf emphasizes China's longer-term perspective due to the absence of electoral cycles.
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