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Trading Trump 2.0

The Macro Trading Floor

ANECDOTE

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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