Bloomberg Daybreak: Asia Edition
China Inflation Outlook, US CPI Data
Apr 11, 2024
Three experts, Wei Yao, Stefanie Holtze-Jen, and Lindsey Piegza, discuss China's economic outlook, APAC markets, and US CPI data. Topics include China's struggle with surplus supply, labor market forces, currency management, inflation concerns in the US, and the impact of debt issuance on the economy.
24:06
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- China faces deflation from supply excess, needs consumer focus for sustainable growth.
- US export controls impact China's AI development, relaxing trade barriers could ease tensions.
Deep dives
Challenges of Addressing Deflation in China
China faces challenges of persistent deflation due to lack of domestic demand and excess supply, particularly evident in the housing sector. The current policy focus on supply over demand exacerbates the issue. Balancing policies to stimulate consumer spending and address overcapacity is crucial for sustainable economic growth.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
