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Exports look good?

https://twitter.com/LukeFalasca/status/1696189391243243679

Yes, it could be the case that #china has seasonally bottomed. Another reason for why policy isn’t overly concerned in the here and now to deploy stimulus.

That said, conditions remain extremely uncertain. Who know what sort of global mayhem could be unleashed come September.

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Discussion

CensorThis 2y ago

What happens in Sept?

Peter Alexander 2y ago

A risk of a global liquidity crunch which could be severe enough for the treasury market to seize up. Cracks showing up already. Chinese currency. Japanese short term rates.

If we get through all of September I’ll breath a sigh of relief.

CensorThis 2y ago

Liquidity crunch?

🤞

Peter Alexander 2y ago

We shall see. The clock starts ticking next week post Labor Day.