GSTrader: Iran regime change?— Potential 2025 Surprises Beyond the Election

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Potential cyclical surprises for 2025 beyond the US elections outcome

FICC and Equities | 4 October 2024 | 11:33AM UTC

by Goldman Trader Borislav Vladimirov

** China - QE or no QE, this is the real question. PBOC has been doing QT for a decade, which given structurally loose general government fiscal has led to crowding out of highly leveraged and risky bo…