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Japan Beats Deflation. Now What About China?
There's good news for China: It is possible to exit deflation. It just takes a whole helluva long ti
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Imagine China returns to historic growth patterns.
Presumably they’d stop leaning into exports and their energy consumption would kick into another gear.
The read through for US inflation isn’t too great there.
Japanese 30s above China 30s is absolutely wild to me.