Macro Mondays cover image

#12 - USD patriots vs. CNY patriots - Guest: Tony Nash

Macro Mondays

00:00

The Impact of Weak Chinese Currency on Import Prices

This chapter discusses the impact of a weak Chinese currency on import prices, particularly focusing on food and energy. The speakers also speculate on the movement towards hard assets in the equity sectors and highlight the recent outperformance of energy, industrials, and value investments.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app