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10 August 2021
1 min read

Morning Call: Lending as a recovery barometer, China to cut rates, oil and bond yields have separate drivers

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We'll be talking about anything that pops up whether it's market, politics or macro related with a special guest every now and then.

Looking at lending as a recovery barometer, how larger (unproductive) companies have been able to finance via capital markets when banking sector refused.

China look increasingly likely to cut rates, although it's unclear if that would be an effective policy response, and oil & bond yields are moving up together, but not necessarily for

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