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Here is a piece I put out earlier this year. I argue that China's economy has become like Japan's. As a result, they will be forced to use stimulus as well as to return to the trade model to offset their "Japan" economy and restore growth.

som chins is the new japan sep...

 

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SOM Macro Strategies was founded by former Goldman Sachs strategist Alan Brazil after leaving the firm to independently publish his State Of the Market (SOM) reports. The SOM reports reflect the results of fundamental economic analysis of macro themes that are likely to reprice across asset types and markets. This framework helps to identify strategies that provide investors with asymmetric returns with high expected Sharpe ratios.
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REPOST | China Needs Stimulus Because It Is Becoming Japan

Download Here is a piece I put out earlier this year. I argue that China’s economy has become like Japan’s. As a result, they