As I mentioned in my previous Monday Macro View, one of the biggest events of 2023 is the reopening of the 2nd largest economy of the world. Global markets are full of analysis and estimates regarding the prospects of this reopening and what will it mean for the world. Will the economic engine roar back to life (a V shaped recovery) or will it spark sporadically and gradually picking up speed? Both the scenarios mean different things for the global economy.