Which downcycle, exactly?
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The one all across Asia, Australia, Europe and the one that will give a 1 handle to US GDP in Q2
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how can the bank system support negative rates? it can't in fact
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Switzerland, Japan and Europe managed it
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Usually the trend ends with an inflationary spike. 2008 was oil going to $150.
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Maybe tariffs have same effect? A one off drain of disposable income
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Is there any free data or there that aggregates major global companies where their supply chain is concentrated to China?
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Not sure...
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@RaoulGMI any links to video/articles where you express your views on how to get positioned for the incoming slowdown from an investment perspective? Cheers -
Yes, it all on Real Vision. Just use the search function
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Čini se da učitavanje traje već neko vrijeme.
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