Production in China has rebounded fast from the corona shock, BUT, and this is a big BUT, consumption has not. 5% down v recovery in EU, US and Jp.
@Gavekal of interest to
@michaelxpettis via @SoberLook https://t.co/k5pYU5Ycwe
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow
May 18, 2023
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow the money,…