I'm gonna need a global M2 breakdown before I put too much weight on this stat. Cause I'm pretty sure the bulk of it is China.
I have a May pump target anyways... But it's mostly rate / tax cuts + some trade certainty thesis not M2 increases.
I'm gonna need a global M2 breakdown before I put too much weight on this stat. Cause I'm pretty sure the bulk of it is China.
I have a May pump target anyways... But it's mostly rate / tax cuts + some trade certainty thesis not M2 increases.
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