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2min chapter
China’s Economic House Of Cards | Kyle Bass & Nick Glinsman
Forward Guidance
HSBC's Reverse Cipheus Is Coming Out in the US and China.
The domestic consumer, they're very dependent on the domestic consumer. Trouble is, I don't think the domestic consumer can help spur the growth they need to keep people happy. Once it's really fully opened, everybody's saying yes, commodities are going to go up. Yes, sir, that would be the initial spur. They want to flood the West with exports. We're expecting the Chinese at some point. Infastructure is pushing on the stream. How many bridges to know where it can be built? The key point will be the moment HSBC is forced to split. That's the key signal and it will be forced to split."
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