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Celeritas Capital's avatar

Great post and thank you for including my most recent article! In regards to the Chinese stimulus news I’m wondering if you’re looking into adding any exposure to Chinese equities? Also great summary on the Japanese election that was very helpful for me.

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BeSomebodyFX's avatar

Solid as always Ridwan. Very important to see the labor market data from the US this week, and also the ISM numbers, these will be decisive for the market to decide whether to start pivoting again into the recessionary story or not.

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