Macro Mondays cover image

Macro Mondays #68 - China bringing a potent knife to a gunfight?

Macro Mondays

00:00

China's Economic Landscape and US Liquidity

This chapter analyzes China's economic situation as it faces a potential recession while connecting it to upcoming liquidity changes in the US market. It discusses the implications of US Treasury bond issuance and proposed changes to the Federal Reserve's discount window rules that could enhance liquidity and encourage investment in risk assets.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner
Get the app