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Hugh Hendry: This FINANCIAL ARMAGEDDON could be history’s most profitable trade

Macroscopic Podcast

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China's Economic Conundrum: Banks, Real Estate, and Global Implications

This chapter explores the financial dynamics of major banks amidst China's real estate crisis, examining the broader implications on global finance. It delves into the interconnectedness of liquidity, asset prices, and GDP growth, revealing the challenges faced by the Chinese economy. The discussion also critiques China's economic strategies and highlights the significant risks posed by its currency policies and reliance on real estate in an increasingly deflationary environment.

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