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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.
53:29
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Quick takeaways
- China's air pollution data suggests potential industrial growth post-COVID, driving production in EVs and renewables.
- Global economic shifts emphasize diversified portfolios amid evolving geopolitical landscapes for optimal investment outcomes.
Deep dives
China's Industrial Production Reaches Pre-COVID Levels Based on Air Pollution Indicators
China's industrial production has almost returned to pre-COVID levels, as indicated by air pollution levels in major industrial centers like Beijing, Shenzhen, and Shanghai. Despite doubts about China's official numbers, air pollution data suggests a significant industrial recession in 2022-2023, not reflected in official figures. This hints at China potentially surpassing pre-pandemic industrial levels, with a focus on EVs, solar panels, and wind turbines driving production growth.
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Discover
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