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Feb 15
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$38.33
$38.72
+1.0%
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AVOID
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Paul Krugman
Nobel Prize-winning Economist, Distinguished Professor, Publisher of the Paul Krugman Substack
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Krugman argues China is "exporting the demand deficiency via trade surpluses" and predicts China will "run into a wall of tariffs by everybody," specifically noting a coming "big European backlash." China's economic model relies on exports to offset weak domestic consumption. If both the US (already 37% tariffs) and Europe (coming soon) block these exports, Chinese manufacturing and export-heavy equities will suffer severe revenue compression. AVOID Chinese equities, particularly exporters. China successfully pivots to domestic consumption (which Krugman deems necessary but hasn't happened yet). |
Monetary Matters
“A Huge Problem for Everybody” | Paul Krugman...
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Feb 12
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$38.66
$38.72
+0.2%
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N/A
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Finnhub News
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Finnhub - FXI
OpenAI Says Review Indicates DeepSeek Continu...
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Feb 12
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$38.66
$38.72
+0.2%
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N/A
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Finnhub News
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Finnhub - FXI
President Trump Says Going To China In April
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Feb 12
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$38.66
$38.72
+0.2%
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N/A
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Finnhub News
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Finnhub - FXI
APAC Financial Markets Spotlight - Quarterly ...
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