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There's No Bull Case For Risk Assets
The Macro Trading Floor
Incentive Schemes - Should China Rebound?
China has all the incentive schemes to try and boost their economy a bit after having lockdown for basically two years. They don't have an inflation problem they are not you know in the position where if you boost nominal growth further than inflation gets out of hand which would be a pretty big social problem in China. The best thing to do from an incentive scheme perspective those incentive schemes are Transpiring in other places. I think it's just not transpiring yet in data So probably just a matter of patience and if that is the case.
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