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China’s Economic House Of Cards | Kyle Bass & Nick Glinsman
Forward Guidance
Is There a Credit Crunch in the US?
We think money supply is collapsing in the US, and it will get down to a level in March or Q2 of next year. If there was a credit crunch in the US that had a negative impact on the economy, you will see it manifest itself with small regional banks. I think Europe's got some horrendous exposures, and I've noticed that European banks have actually rallied somewhat recently. The German constitutional court last week ruled the EU recovery fund fine, but they put a whole load of sub-conditions in there. That means any joint issue by the EU has to come out of own sources and cannot be very big. In 2022, America has been an outlier in... The economy
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