Macro Mondays Macro Mondays #68 - China bringing a potent knife to a gunfight?
Sep 30, 2024
The podcast dives into the recent rally of Chinese-linked assets, questioning whether the government's stimulus will truly change the economic landscape. It weighs temporary market uplifts against structural issues, such as declining exports and a housing crisis. The upcoming liquidity wave in the U.S. is analyzed, alongside its effects on risk assets. Lastly, the conversation touches on monetary policy, highlighting how a softer labor market could lead to aggressive rate cuts and enhance returns for investors in precious metals.
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