Macro Mondays Macro Sunday #49 - PCI report hot as Greece & Chinas air pollution! Guest: Marvin Barth
May 19, 2024
Guest Marvin Barth discusses the CPI report, China's air pollution, and the business cycle watch. Topics include hidden recessions in China, inflation concerns, global economic impact of China's policies, and economic analysis of COVID-19 lockdown impact on global markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 1min
Understanding Inflation and Market Reaction
01:30 • 4min
Analysis of China's Industrial Production Post-COVID Through Air Pollution Indicators
05:46 • 3min
China's Strategic Economic Policies and Global Impact
08:53 • 21min
China's State Capitalism and Global Economic Dynamics
29:40 • 17min
Economic Analysis of COVID-19 Lockdown Impact on Global Markets and Valuation Trends
46:37 • 5min
Engaging with Differing Viewpoints and Teasing Future Content
51:29 • 2min