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Behind The Markets Podcast: Steven Hou

Behind the Markets Podcast

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Inflation and Supply Chain Deflation

There is some expectation being built up that we're going to see some pretty strong stimulus coming out of China for Chinese economy rebound next year. But the timing here is going to be interesting, depending on when it happens relative to the rest of the world's economy. The net impact on global inflation just depends a bit on how the other economies are doing with this economy. If let's say China rebounds sharply in Q1 next year and the US economy is still,. you know, coming along - that could actually mean that we can actually see a short-term boost.

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