China’s ‘Sugar Rush’ Growth & Europe’s Projected Dominance
Schwab Network · Schwab Network
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Show Notes
Chris Watling charts earnings growth across the world, saying the “shape of global growth is going to change,” with overseas beginning to lead. He says China is in a “sugar rush” economic high, but its struggling fundamentals remain unchanged. He expects more rate cuts this year from the Fed, and is long U.S. bonds.
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