Given the rumors surrounding the Chinese reopening story we thought that we would do a deep dive into the China story and look at what is moving. Can we even expect to see a reopening?
Would love for you to do deep dive into their population and its beyond terminal decline. More retirees > workers by 2030. Population to halve by 2050. Models completely break down with this sort of population fall off.
Worth Repeating: Let me just remind you that a FALLING PPI usually coincides with an earnings recession in the US, so even if the disinflation trends that I rightly predicted are now visible, I consider them a result of a sharp economic downturn that I would not like to lean heavily long risk assets in to.
Would love for you to do deep dive into their population and its beyond terminal decline. More retirees > workers by 2030. Population to halve by 2050. Models completely break down with this sort of population fall off.
Worth Repeating: Let me just remind you that a FALLING PPI usually coincides with an earnings recession in the US, so even if the disinflation trends that I rightly predicted are now visible, I consider them a result of a sharp economic downturn that I would not like to lean heavily long risk assets in to.