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Liquidity Has Fallen Off A Cliff | Joseph Wang & Michael Howell
Forward Guidance
Is the Chinese Economy Going to Bottom? Orarere?
People have been telling me for probably almost nine months now that the chinese credit impulse is going to bottom. Has it done so already? Orarere? We still not there yet. Just look at the er, the central bank balance sheet of the p p o c, central bank balanc it's flat lined since 20 16. That's not a central bank that's doing lots of cu e. They want stability. The goal of china has changed from growth at all costs to ity. And i would just say that peopwo go reread or read janet yelland the friend shoring speechs tof the atlantic councilthat i think makes the
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