AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Forward Guidance
Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)
Jun 6, 2024
01:32:08
Snipd AI
Expert in macroeconomics and global markets, Patrick Perret-Green discusses China exporting deflation, US labor market softening, central bankers' forward-looking strategies, Chinese national accounts, bond market dynamics, currency trades, and financial implications of war.
Read more
AI Summary
Highlights
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- China's deflationary impact due to property bust and surplus capacity in industries.
- Caution needed in assessing inflation risks with rising delinquencies and reduced consumer borrowing.
Deep dives
Discussion on the Global Macroeconomic Landscape
The podcast episode delves into the complex global macroeconomic landscape, exploring conflicting forces like the ostensibly strong US economy coexisting with deflationary pressures in China. The speaker highlights the challenges posed by factors such as inflation threats in the US and deflation in China's producer prices, signaling potential impacts on global inflation dynamics.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode