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China
The low-hanging fruit of macro investing
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Trump Is Actually Right About Chinese Trade
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Some quick thoughts on the North Korea summit collapse and Chinese trade
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Tariffs, vendor financing and beggar thy neighbor trade policy
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China cannot use its Treasury holdings as leverage. Here’s why
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Links: 2018-04-07
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China risks a ‘Minsky Moment’
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Links: 2018-04-05
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A trade war will increase average tariffs by 32 percentage points
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Chinese trade war retaliation dominates market concerns
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