AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min snip
Is It Time To Be Bullish? | Weekly Roundup
On The Margin
Redrawing Export Partners and Effects on China
The weakening of the Japanese yen compared to the Chinese yuan is leading to a shift in export partners, with the US potentially moving towards buying more from Japan than China. This shift is contributing to deflationary pressures in China, causing overcapacity issues and a need for China to weaken the yuan to remain competitive. This change may establish a new regime where Japan becomes a stronger export powerhouse relative to China. The scenario could prompt the US to devalue the dollar and rebuild its manufacturing capacity.
00:00
Transcript
Episode notes
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