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Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)

发布时间 2024-06-07 03:01:00    来源

摘要

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Patrick Perret-Green on Twitter https://x.com/PPGMacro Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (00:33) China Exporting Deflationary Pressure (05:20) "Froth" In Commodities (11:27) The Future Of Fiscal Policy In The U.S. (19:41) VanEck Ad (20:21) How Forward Looking Will Central Bankers Be? (34:35) Chinese National Accounts And Flows (41:21) War And Finance (45:30) Bank of Japan (54:57) Bond Market & Fixed-Income Trades (01:06:16) Currency Trades on The Yen & Yuan __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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