Global

Pivot To Growth

  • China's pivot to growth is single biggest positive for global growth and yet risk assets sell off on recession fears

  • Stale bearishness continue to dominate - focus forward people. China pro growth policy measures, Fed downshift ahead

  • Set Up for non US equity OP best in 20 years - flat SPY, weak USD, EM rate cutting cycle ahead, China pro growth shift

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December 9th, 2022
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