Juggling Dynamite

Aging demographics in the world’s wealthiest countries have long been leading to lower demand and slower growth. To delay that inevitability, the world’s financiers and central bankers devised strategies to pump ‘all you can eat credit’ into the world. That helped to sustain higher demand for longer but on the flip side, these policies have also bought a period of even slower demand for longer now. The future has arrived and it is cash-strapped.

ECRI co-founder Lakshman Achutan discusses the disparities in job growth. Here is a direct video link.

Nomura Senior Independent Client Advisor of Global Markets Bob Janjuah discusses China’s slowdown and its impact on global growth. Here is a direct video link.

Armstrong Investment Managers CEO Ana Cukic-Armstrong discusses China’s economic slowdown and signs of contagion on various markets. Here is a direct video link.

The most reliable real time measures suggest that China’s economy is growing at something closer to 4%, rather than the 7% officially reported. This is having a dramatic dampening effect on cash flows around the globe. Cue QE4?

Discussing the level of impact from the slowdown in China on economies around the world, with Willem Buiter, Citi chief economist. Here is a direct video link.