Via a note from JP Morgan on the China stimulus proposals that hit the headlines on Tuesday:The US has been the anchor for global growth, but a China reboot will also benefit the globeIt may create another inflationary pressure, so keep an eye on commodities and bond yields over the coming weeks--JPM highlights in the note that global growth has gained an additional boost from China, a factor that had been absent in recent years. This development significantly lowers the risk of a recession and is positive for the markets. However, they also warn of a potential risk of reinflation.Its difficult to disagree with this as a risk. China's stimulus could drive up commodity prices, which may contr
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