Macro Mondays #68 - China bringing a potent knife to a gunfight?
Macro Mondays
00:00
China's Market Resurgence and Economic Challenges
In this chapter, the host examines the recent surge in Chinese assets following significant stimulus announcements, alongside the implications of upcoming liquidity influxes in both China and the US. The discussion highlights critical economic indicators, the challenges posed by declining export momentum and an unsold housing inventory, as well as the broader impact of rate cuts and fiscal measures. While there is a temporary uplift in market conditions, skepticism remains regarding the long-term viability of these improvements amid unresolved structural issues.
Transcript
Play full episode
