@olystuart

Quite the report 👀 I'd put the probability of soft landing lower but that's just me. Hormuz blockade effects are going to hit like a ton of bricks no matter what tricks they pull now. But what do I know. Some things may become clear after this China trip that are confusing now. Look at the numbers under geo crisis scenario. Yikes.

1 reply

0 recast

1 reaction