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The secular downturns in China’s economic growth, property sector, and commodity consumption are deflationary forces globally.  This is especially significant in places like Australia and Canada, where commodities and realty prices leapt along with Chinese demand over the past 15 … Continue reading →

Just as record leverage accelerated the rebound from the 2020 recession in record time, it has also brought the next downturn in record time, not two years after the last.  Inflation was last year… Abnormally high consumption of goods over … Continue reading →

China’s economy is struggling as its outrageously leveraged property sector, which has driven some 25% of its GDP growth over the past decade (and the lion share of global commodity demand), works through a well-earned bust cycle. After years of … Continue reading →