CHINA TRADE DEAL DOESN’T CHANGE WHERE WE’RE HEADED
We Discuss:
🔶 China trade deal & decoupling
🔶 Why real interest rates are unaffordable
🔶 The inevitability of dollar devaluation
🔶 Fiscal austerity is a fantasy
Links:
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The PBOC, against the backdrop of deflation and a heavy debt overhang, has every incentive to continue to devalue the Yuan.