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Coming up his week:
- The pulling forward of demand in China that will create gaps in demand later: Exports, Consumer Durables, Autos and Houses.
- China's profit figures - enduring deflation and what deflation means for China.
- Russia's end game in the Baltic with the EstLink 2 Electricity cable to Estonia being cut allegedly by the Russian Dark Fleet tanker Eagle S.
THEN: The things that can go wrong or right in 2025: reversal of US Policy rates; Israel takes on the Iran regime and seeks to destroy it; Putin tells Trump what to do with his peace plan and Trump escalates to push Russia over the edge.
- And the data for this week: China NBS PMIs on Tuesday Dec 31: US Initial Jobless Claims on Thursday Jan 2; Final EU PMIs for Dec on Thursday Jan 2 as well as ECB EZ Credit Data: US ISM Manufacturing PMI on Friday January 3
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