Monthly Archives: March 2022

Shifting global foundations: China’s property sink hole

China’s credit-fuelled property boom was responsible for an estimated third of its economic growth over the last decade. It was also a significant driver of commodity demand, economic momentum and property market inflows globally. Its bust has contagion implications globally … Continue reading

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Miller: China leads dimming economic prospects globally

Worthwhile overview of the slowdown in the world’s second-largest economy and its global implications. Here is a direct audio link.

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Rate shock pandemic spreading

Yesterday, US Fed head Jerome Powell ramped up talk of inflation-fighting rate hikes and aggressively reducing the Fed’s balance sheet. Bond prices have tumbled, as debt service costs leap for the public and private sectors. Over the past seven months, … Continue reading

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