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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Transcript
Episode notes
Alf and Brent resume the show by assessing how to approach Trump 2.0 from a macro trading perspective in 2025. They also discuss the ''Death of Europe'': is it happening, or is it an overcrowded narrative?