The Eurodollar System: What It Is and How It Functions

The MSCI, China Indexes, valuations are shrinking and 12 month rolling returns are negative. The only key risk is what if the markets gloomy outlook on the economy proves accurate in a few months? Asia funds who unlike the US counterparts turned overweight on China during the reopening trade are now cutting their exposure. All the markets continue to tell you deflationary money, symptoms of deflationary economy, which means that it's not just a mild recession in the United States, it's going to spill over everywhere else. We're beginning to see all of those signs, as I said, especially in China and everything related to it.

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