Via Bloomie:
A nice interview with Stanley which, with MB’s four horsemen of the apocalypse vanquished by policymakers, makes a good base case for some kind of global bounce in 2020.
We still don’t think it will be a glowing recovery even if the fiscal spending helps, largly because China will keep slowing. We agree on his UK bullishness.
Australia, on the other hand, is going to sit it out entirely!
