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Shifting Sands - My August Markets Outlook
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Dive into a candid discussion I had with BFM radio this morning, where I share my insights on the evolving commodity sector, especially as we transition away from oil. We'll touch on the promising horizons of the US economy, jobs, and equities.
Yet, there's another side of the coin - my reservations about China's economic trajectory, liquidity issues, and the implications of their fiscal policies. Join me for an enlightening conversation on the global economic landscape.
Follow more at https://peteresho.com for my weekly updates
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