AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
19min chapter
Weak Data Suggesting Economy is Rolling Over with Louis-Vincent Gave
WTFinance
Inflation Trajectory and Economic Trends in China
This chapter explores the potential trajectory of inflation and its sustained elevation across the Western world, attributing it to factors like tariffs, underinvestment in supply chains, and structural shifts in inflation regimes. Additionally, it delves into the economic changes in China due to ongoing balance sheet recession, emphasizing growth in industries like automakers and tech, and the impact of tariffs on Chinese exports including the automotive industry. The discussion also analyzes the depreciation of the Chinese currency and the undervaluation of the Japanese yen, predicting a potential strengthening of the yen in the future.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode