(Posted Jan. 3, 2019) -- Even before the breaking BOMBSHELL news from Apple, my cover story for the year's very first issue for Members had to do with China.
With the Federal Reserve having started the process of walking back its hawkish stance of 2018, this puts China in the dubious place of being THE factor this year most likely to sink global markets and the economy. Or in the alternative--if a combination of fresh, aggressive stimulus there AND a cessation of any hostilities in the trade war comes about--better sentiment on China, etc. could lead to big rallies for risk assets.
As I reiterate in the excerpt below, the fact is that China is on a precipice.
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