
IS China In A Liquidity Trap?
Chinese stocks and the yuan will continue drifting lower. Continue receiving 10-year swap rates in China. There is potential for a further decline in commodity prices, EM risk assets and global cyclicals. Stay put.
Chinese stocks and the yuan will continue drifting lower. Continue receiving 10-year swap rates in China. There is potential for a further decline in commodity prices, EM risk assets and global cyclicals. Stay put.
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