
Mustafa Chowdhury on Fed Policy, US Industrial Policy and Housing Risks
Macro Hive Conversations With Bilal Hafeez
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The Impact of Slower Growth in China on Global Economy
This chapter discusses the potential effects of slower growth in China on the global economy, including inflation effects in Northern Asian economies. It explores the differentiation between the US and the rest of the world in terms of consumer leverage and monetary policy, as well as the divergence trade between the US and Europe or Asia in terms of higher yields.
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