OMG! Did You See What Just Happened in China
About this episode
The episode discusses the declining interest rates in China's bond market and the implications for consumer spending and retail sales.
Interest rates in China’s bond market are aggressively declining, more at the short-term maturities. It’s a classic bond bull case, which means it isn’t bullish. The question is where this is coming from. Inside the country or outside? As if that wasn’t the only big signal, the Chinese government just did something that will have you shaking your head where it comes to consumer spending and retail sales data. Eurodollar University's conversation w/Steve Van Metre In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. Visit https://eurodollaruniversity.substack.com https://www.eurodollar.university Twitter: https://twitter.com/JeffSnider_EDU
People in this episode
Host: Jeff Snider
Guest: Steve Van Metre
Topics covered
- China bond market
- interest rates
- consumer spending
- retail sales
- market analysis
Mentioned in this episode
Organizations: Eurodollar University
Places: China
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