Recession, stimulus or slowdown? The outlooks for the US, China and commodities

Talking Capital
06/07/2023 29 min Episodio 13
Recession, stimulus or slowdown? The outlooks for the US, China and commodities

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Episode Synopsis

In this episode, Ian and Robert discuss:Recession: what does the recent robust set of economic data mean for our base case of a recession? China: is more stimulus on the way given the economic weakness that we’ve seen in recent datasets? Commodities: what is the outlook for commodities at the moment?

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