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25min chapter
Macro Sunday #50 - Macro Monday & Copper Tourism? Guest: Freya Beamish
Macro Mondays
China's Economic Model Evolution and Impact on Global Markets
The chapter delves into China's economic model evolution, shifting from market share expansion to a new sector focus and its implications. It discusses the incompatibility of US and China's economic models, highlighting rising inequality, potential currency shocks, and the impact on the international monetary system and relationships between currencies. The conversation explores China's actions regarding US Treasuries, FX reserves diversification, and the potential shift in the global financial landscape towards central bank digital currencies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode