Clocktower Group's Papic on Markets, Strategy

The video discusses the current bearish sentiment among fund managers, the role of the US consumer in the economy, and the potential impact of a recession. It highlights China's economic slowdown and its implications for global markets, including a potential disinflationary wave affecting CPI numbers. The discussion also covers the limited impact of the Ukraine war on commodities, with a focus on wheat, and the strategic importance of Latin America in global geopolitics, emphasizing its role as a region of influence between the US and China.

How does the speaker describe the current economic situation in China?

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What is the speaker's view on the impact of the war in Ukraine on commodity prices?

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