China rolls out a huge stimulus package! SAHM rule triggered! New carry trade!

Macro Monday
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Episode 10

In this episode of Macro Mondays, Charlie dives deep into both the Chinese and US economy. Looking at the impacts of the rollout of recent economic stimulus packages in China. Comparing the Chinese KWEV ETF vs SPY ETF. The effects of rising UNEMPLOYMENT in both the east, and the west. The beginning of a new US rate cutting cycle. David Tepper's large Chinese position and What the WEST cannot afford to do...

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