The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal Dominance, and Dollar Weakening
Monetary Matters with Jack Farley
00:00
Navigating China's Financial Landscape
This chapter explores the evolving financial situation in China, focusing on rising bond yields and the critical debt liquidity ratio. It examines strategies employed by the People's Bank of China to manage debt and liquidity, the differing inflation hedging approaches of Asian and Western investors, and the potential implications for commodities. The discussion extends to global financial markets, considering the state of collateral-based lending and the interconnected dynamics affecting both Chinese stocks and commodities.
Transcript
Play full episode
