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Interview: Macro Sunday with Andreas Steno / China, CNY, HKD, Macro.
Andreas Steno interviews me about China and the implications of its RE fallout as well as the continuing Devaluation of CNY and vulnerability of HKD.
We discuss China’s economic predicament as well as the implications on USDCNY and USDHKD.
I reference two of my past Substack posts here:
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