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To reduce the Chinese economy’s addiction to credit and use new credit to foster growth, authorities must restructure or shut down numerous negative cash flow enterprises. Slumping US and global growth will lead to lower US bond yields. Yet, the trade-weighted greenback will likely appreciate if global risk assets sell off.
BCA Research | CoreMacro
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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