Will China's Slowdown and Taper Talks Derail The Reflation Trade?

Real Vision: Finance & Investing

Real Vision

News, Business News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 17 August 2021

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

DB-Aug16,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Jared Dillian, editor of The Daily Dirtnap, to examine China’s economic slowdown in July and what risks that might pose to global economic growth as well as the Fed’s consideration of ending asset purchases by mid-2022. Dillian provides an update on his investment framework amidst concerning signals about the risks of an economic slowdown that would undermine the recovery in addition to the timeline of the Fed tapering and what the impact would be on markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:21.5	Only sole traders or limited company directors in the UK can apply.
0:25.0	Get tax pots with Monzo Business Pro for £5 a month.
0:28.1	T's and C's apply.
0:58.1	The VIX looks like it tops 16 up, looks like 0.61% Jack, what are you looking at right now?
1:22.6	Growth in the New York state, stalled for the month of July.
1:26.0	That's according to the Empire State Manufacturing Survey.
1:29.4	New orders and shipments grew modestly and input prices continued to arrive sharply.
1:35.0	But the story Ash is a familiar one, the same one we've seen over the past few months.
1:39.2	An expanding economy, whose expansion is itself slowing down.
1:43.8	Ash.
1:44.8	Jack, talking about pressure on global growth, looking at numbers coming out of China,
1:51.1	more pressure, industrial output and retail sales continued a very steep decline.
1:57.2	July data, 6.4 and 8.4 for industrial output and retail sales.
2:02.4	These are massive declines from peak, by looking at the chart next to me right now.
	...

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