Once the private sector is focused on paying down debt, economic growth is much harder to generate. Not just in China.
Richard Koo, Chief Economist at Nomura Research Institute, explains why he thinks Beijing’s stimulus so far is not enough to get the country out of a “balance sheet recession”. Here is a direct video link.
For our first-ever in-studio Webcast with Dave, David Rosenberg hosts the “Bond King”, Jeffrey Gundlach, to discuss where the long-awaited recession is, his views on inflation over the next 1-3 years, and his current thinking on the treasury market. The call, recorded on May 23, 2024, has been made available to the general public. Here is a direct video link.
Michael Green reveals the hidden economic dangers and the risks of passive investing in today’s market. In this episode, Andrew Brill welcomes back Michael Green, Portfolio Manager and Chief Strategist at Simplify Asset Management, for an insightful discussion on the current state of the economy. Discover why market indexes continue to hit new highs despite underlying economic weaknesses, and learn about the potential risks of passive investing. Here is a direct video link.
Cory’s Chart Corner
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