bad china data, page-33

  1. strauss
    22,120 Posts.
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    11/07/13
    16:39
    Post #: 11992383
    ignore the noise

    bigger theme unfolding here based on 3 facts

    1. Hedge funds cutting Net Longs on USD

    2. Hedge funds looking at commodities and emerging markets after being short and lowest allocations since GFC

    3. China up around 5% following bad data bottom may be in
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