We start today's podcast discussing the US in terms of recent economic data, job sector profiles for March 2023, why US reshoring and decoupling from China is nothing more than political rhetoric and why a recent open letter to Biden and Xi demonstrates a realisation in the US that China-US relations are pivotal to the ongoing paradigm shift. We conclude by discussing China's increasing dominance in the commodities sector and why BHP made a very welcome statement about the LME and why this applies to other exchanges in the west.

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