Commentary
One of the key pillars of the consensus bullish view about 2021 is the Chinese recovery, supported by optimistic estimates of growth in services and exports.
This aerial photo shows shipping containers stacked at a port in Lianyungang, in China's Jiangsu Province, on Jan. 14, 2021. STR/AFP via Getty Images
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Daniel Lacalle
Author
Daniel Lacalle, Ph.D., is chief economist at hedge fund Tressis and author of the bestselling books “Freedom or Equality” (2020), “Escape from the Central Bank Trap” (2017), “The Energy World Is Flat” (2015), and “Life in the Financial Markets.”
