The Holzmann Tantrum?

The Holzmann Tantrum?

There were two key macro narratives Tuesday, one of which was the slowdown in China and the extent to which Xi's "profound revolution" might turn out to be... well, more profound that Western investors initially figured. The other "big" macro story revolved around comments from the ECB's Robert Holzmann, who told Bloomberg that the central bank should consider transitioning from pandemic stimulus to regular stimulus. And yes, you read that correctly. Recall that the ECB is running two QE prog
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