PBOC Easing Moves Provide a Risk-On Spark
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PBOC Easing Moves Provide a Risk-On Spark
But does little to address structural growth and debt concerns
Highlights
• PBOC’s stimulus to boost liquidity and sentiment in the near-term…
• … but does little to address structural growth and debt concerns
• Nothing “sticky” about inflation dynamics in the U.S.
• Bull case behind uranium receives a shot in the arm
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