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GM48: Resilient Growth BUT Economic Downturn Ahead ft. Chen Zhao

Top Traders Unplugged

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China's Economy: Challenges and Downturn Ahead

This chapter delves into the challenges faced by China's economy, including its transition from a disinflationary force to a deflationary force. The speakers discuss issues such as debt, lack of economic policy clarity, real estate deleveraging, macro trading, impact on bonds and currency, control of inflation, and the potential for a global economic downturn. They also explore the surprise of bond yields not rising despite a yield curve inversion and discuss the role of vigilantes in enforcing fiscal responsibility.

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