HomeMarketsU.S. EconomyChina’s ‘Sugar Rush’ Growth & Europe’s Projected Dominance

China’s ‘Sugar Rush’ Growth & Europe’s Projected Dominance

Chris Watling charts earnings growth across the world, saying the “shape of global growth is going to change,” with overseas beginning to lead. He says China is in a “sugar rush” economic high, but its struggling fundamentals remain unchanged. He expects more rate cuts this year from the Fed, and is long U.S. bonds.

Morning Trade Live

31 Mar 2025

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