Near record-low, and even negative, interest rates have captivated investors around the world. But are they here to stay? Chad Morganlander and Kevin Caron, portfolio managers at Washington Crossing Advisers, discuss how imbalances between China and other major economies have helped lead to a savings glut that’s depressed rates, and how the nation’s gradual shift to a more consumer-oriented economy could unwind this dynamic.
Mentioned in this podcast:
China Hits Back at Trump With Higher Tariffs on Soy, Autos
Powell Speaks, Trump Tweets, China Reacts, Markets Freak. Repeat
How China Trade Policies Lead to U.S. Debt
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