China may still ease policy in Q1 of 2022 despite hawkish Fed rhetoric

There are plenty in the markets sweating over developments in China – the slow motion train wreck in the property sector, sporadic lockdowns due to virus outbreaks and what have you.

All the talk of stimulus and easier policy is a reflection of the hope things will improve. We’ll see. Not holding my breath.

No further details on the CSJ piece at present.

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