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$120 Oil? China's Export Surge & The Stagflation Threat
Published 7 months, 3 weeks ago
Description
With China recording a massive 22% export, we speak to Carlos Casanova of UBP to unpack the latest global economic developments.
He weighs in on the structural shifts behind Beijing's 4.5% to 5% GDP target, the front-loading of semiconductor and tech exports ahead of potential US tariffs, and the looming threat of global stagflation if disruptions in the Strait of Hormuz push oil prices to $120 a barrel.
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