Macro Sunday #33 - A new supply shock? Guest: Dario Perkins
Macro Mondays
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China's Manipulated GDP Numbers and Potential Impact on Asset Prices
This chapter analyzes the recently released GDP numbers from China, acknowledging their manipulation, and predicts that market pressure will force China to reveal their stimulus plans to meet their GDP targets for 2024, which will affect asset prices, particularly commodities. They also caution against investing in volatile Chinese equities and mention a sponsor offering a 30% discount on a yearly subscription.
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