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MH+ Ep.31 Dark Side of The Moon (guest: Vincent Deluard)

The Market Huddle

NOTE

Fortunate Effects of China's Reopening in 2023

China's unexpected restrictive policies post-reopening led to a dissipation of demand shock, fostering low inflation rates. The redirection of loans to industrial sectors like electric vehicles and solar panels aided in stabilizing the economy and benefitted J-Powell. Supply chains eased, aiding in the decline of inflation rates. Further reductions in inflation rates may necessitate similar strokes of luck.

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