CPI, Euro Equities, The Fed, and Real Estate (Podcast)
Bloomberg Intelligence
00:00
The Chinese Reopening Trade and the European Markets
China is a more relevant opportunity for the average European company than it is for the average US company. China, it feels like to me, when I think about some of these big manufacturing companies in Europe, they do more business with China. Our China strategist is still relatively sanguine, that more stimulus is coming, more policy measures will come and there are opportunities.
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