The Mini Podcast on Macro - that may matter to markets China - false dawn in retail & housing?. What Xi said to Biden to say to Trump: China's 4 Red Lines (actually 3) with one a tautological obsession which tells us what Xi is prioritising. What the official anonymous China... Read More
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13 Aug 24
The BoJ, The Yen and Global Liquidity
Yen Strength - will Japan suck global liquidity dry? Read More
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