Forward Guidance cover image

The "Money Illusion" Keeps the Economy Hot | Juliette Declercq

Forward Guidance

00:00

The Chinese Credit Impulse Signals Hope for Reflation

When someone has prices go up around them, they have two choices. They can either consume less, so spend less money or earn more in income. And whether you look in US, UK, I don't think we are at full employment, but we're nearer and clearly labor markets very hot. What is the Chinese credit impulse and what does it signal to you? Let's take a look at this chart.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app