Macro Mondays cover image

#11 - Macro Sunday: 3 scenarios for the Chinese response to the RE malaise

Macro Mondays

00:00

Analysis of the Chinese Economy and Challenges

This chapter examines the current state of the Chinese economy, focusing on the lack of government support for consumers, slow recovery in the industrial complex, balance sheet recession, troubles in the real estate sector, and temporary liquidity measures. It concludes with a cautious outlook on China's long-term prospects.

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