US-China tensions escalating, reflation trade hits speed bump
Saxo Market Call - Podcast tekijän mukaan saxostrats - Tiistaisin
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Today's slide deck: https://bit.ly/3bSBtpI Today we discuss the sharp drop in risk sentiment overnight on announcements on Hong Kong policy as China's National Party Congress gets underway as well as the general rise in US-China tensions and risks that these derail the rising market narrative of a coming reflation. Today with Peter Garnry on equities and John J. Hardy on FX.
