Our watch series covers important trends in global macro as they appear, covering inflation reports, real estate outlooks, growth updates and more, preparing investors for how you should play emerging macro trends in financial markets. In today’s edition, Andreas Steno Larsen breaks down what the Trump victory means for the Chinese economy. Should we expect a major fiscal announcement on Friday, or perhaps a conciliatory approach to try and avoid tariffs? And what is happening in German politics? Written on November 6, 2024
