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China’s Deflation Risks Intensify
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China’s Deflation Risks Intensify

China continues to export its deflation to the world

David Rosenberg's avatar
David Rosenberg
Sep 09, 2024
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Early Morning with Dave
China’s Deflation Risks Intensify
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Highlights

• China continues to export its deflation to the world

• The Fed is way behind the curve and the case for bonds remains strong

• Equity market complacency is extreme despite considerable technical damage

• Downward revisions to payroll data have recessionary thumbprints

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