Making sense of macro 24th February - China Special

This week is a special edition on China. Rather apt as the trade talks end and action begins. Let's hope

Watch out risk bears as the recent credit splash seems to be kicking into the Chinese economy. Considerations: Iron Ore rallying Metals higher Corp lending higher Rules on corp bonds relaxed (Global CB's helping with neutral/dovish chorus) Equities have taken the lead on the above In DM - OIS, ED Futures are in "ease/cut mode" I'll be discussing this AND more with Beat Nussbaumer in tomorrow's Making sense of macro

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