MacroVoices welcomes Gavekal co-founder, Louis-Vincent Gave to the show. Louis says when China’s Xi Jinping pivots from zero COVID policy to re-opening the Chinese economy, it will send a macroeconomic shock wave through global markets that will re-ignite inflation and have more overall effect than the Fed pivot most market participants are obsessed with. https://bit.ly/3SlOm0q

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MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot 01:22:03 Share

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MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot