MacroVoices #376 Tian Yang: When the Recession Becomes Obvious
Macro Voices
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The China Recession and the Future of Fixed Income
I think fixed income is the one where people are going to expect it to help you give you the portfolio protection. But it actually probably won't give you that much this time around. And I think that's going to be a pretty painful people as this recession really kicks in. Moving on to page eight, something I expected was China's economy reopening. That all didn't work out at all as I expected it would. What's going on and what do you see happening next? Yeah, so our China recession model only switched off in April.
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