Macro Hive Conversations With Bilal Hafeez cover image

Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances

Macro Hive Conversations With Bilal Hafeez

00:00

Have Chinese interest rate lows been reached?

Bilal asks about rate market implications; Paul argues policy easing may be nearing its limit as property correction and lending patterns point to cyclical bottoming.

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