@policytensor Hi @policytensor going to have to catch up with this. But as @tedfertik will attest I am a cautious

@policytensor Hi @policytensor going to have to catch up with this. But as @tedfertik will attest I am a cautious sceptic on the China shock. Like you I dont see how it adds up . Just not big enough to explain big picture effects. Though I do concede there are local and concentrated impacts.

related posts