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Solari Report

Coming Tuesday: China’s Real Economic Risks

with Carlos Alegría and Ed Dowd

“Physics teaches us that momentum is a powerful force to arrest. Psychology tells us that it is hard to break old habits. And economic experience demonstrates that structural changes tend to be painful and glacial. But time and again, history has been altered by the unexpected….”

~ Stephen Roach, Unbalanced: The Codependency of America and China (2014)

Weekly Solari Report

Coming Tuesday: China’s Real Economic Risks

February 3, 2026


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