Sharing Intelligence Is More Important Than Ever
Real Vision: Finance & Investing
00:00
The Chinese and the Europeans Stimulate
The German invasion of Ukraine has created a further acceleration in the narratives that the world is going to splinter. The Chinese are looking like they're starting to stimulate, so the credit cycle is easing. As the Chinese ease credit, they start buying more commodities and that starts turning around the global economy. I've got my eye on all of these moving parts that Damien talked about because they're incredibly crucial to the macro picture.
Play episode from 38:36
Transcript
