Eurodollar University Why Bond Yields Across The World Are COLLAPSING (Not What You Think)
Dec 17, 2023
This podcast discusses the global decline in bond yields and attributes it to more than just a possible US recession. It explores the immediate threats from China, including the scale of the real estate problem and its impact on the economy. The podcast also analyzes the interconnectedness of the global economy and the role of the Euro Dollar system. It further discusses the impact of China's economy on global interest rates, highlighting persistent downside risks and weak retail sales.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
The Scale of the Real Estate Problem in China and Its Impact on the Economy
02:25 • 3min
Chinese Debt, Credit Restriction, and Linkages Between Major Economies
05:17 • 5min
The Interconnectedness of the Global Economy and the Impact of the Euro Dollar System
10:44 • 5min
Analyzing China's Economy and the Global Impact on Interest Rates
16:07 • 4min