Well China is definitely making things interesting into q4, remember when Powell was happy with “immaculate disinflation” well….it not was immaculate, it was China massively slowing down…be careful what you wish for as China is now going the other way, just in time for Fed who thinks they can cut rates, can they and as fast?
MBCC TH 24th Sep'24 - "China PBOC is getting serious...is this the bazooka stimulus or one and done? What does this mean for Equities, Bonds, and Fed?"
