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11min chapter
Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession
Forward Guidance
China's Global Financial Maneuvering
This chapter explores China's significant financial outflows and the primary channels through which capital is distributed globally. It discusses the opacity of China's investments in international markets, the implications of declining foreign company presence, and the shifting dynamics of investment strategies. With a focus on the complexity of Chinese debt and trade surplus, the conversation highlights concerns about the influence and challenges posed by China's growing economic impact on global commerce.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode