Grant’s Current Yield Podcast
THE WORLD'S RUNNER-UP
Nov 2, 2023
In this episode, Shehzad Qazi, Managing Director of China Beige Book International, discusses interesting topics such as the vulnerability of the US dollar, China's stimulus package, unrest and business confidence in China, the state of trans and bankruptcy filings in China, and the uncertainties surrounding Chinese stocks and the market.
33:04
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Quick takeaways
- The US is outperforming countries like Greece and Portugal in terms of bond yields, suggesting a shift in global bond markets.
- China's recent stimulus package aims to boost confidence and transition to a consumption-driven economy.
Deep dives
The US becomes a high yielding sovereign
The United States is now outperforming countries like Greece, Portugal, and many emerging markets in terms of bond yields, indicating a shift in global bond markets.
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