China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup Forward Guidance podcast

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China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup

2d ago 46:54

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This week we discuss China’s economic stimulus, the resilience of the labor market, and the GDP/GDI revisions. We also delve into global liquidity & equity multiples, things to actually worry about in the future, and much more. Enjoy!

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Weekly Roundup Charts: https://drive.google.com/file/d/13soXH2F5Zv1f3SvJO6Oj5D7d1gtdBFEJ/view?usp=drive_link

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Timestamps:

(00:00) Introduction

(01:14) China & Economic Stimulus

(08:11) The World is Changing

(12:26) Oil Market

(15:45) Unpacking the Labor Market

(23:27) Permissionless Ad

(24:04) Interview Continues

(25:15) Central Bank Politics

(27:16) GDP & GDI

(32:26) Global Liquidity & Equity Multiples

(38:26) Things to be Worried About

(45:40) Main Takeaways

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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