, 4 tweets, 2 min read Read on Twitter
I didn't exactly hedge here.

China's (latest) stimulus won't kick in until later in the year, and all indicators suggest that the impact of the tariffs will be significant in q1.
Am also a fan of this indicator, in part because I think it got the 14-15 slowdown right.

Was reluctant to argue China had slowed significantly until it turned down, but, well, it has
know it is nominal (so yes, semiconductor prices have an impact on the y/y numbers) and includes imports for re-export as well as as imports more tied to Chinese domestic demand. Right now tho both imports for reexport and imports for internal use are down
quote is from this WSJ article

wsj.com/articles/how-b…
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