The Real Signal #101 - Major Downturn In China
Plus articles on Dodge Momentum Index Jumps Ahead Of Fed Meeting, and Multifamily Completions Outpace New Starts By Widest Gap In History
Major Downturn In China
Scott Choppin Note:
China in recession has two consequences in my mind:
First, the CCP will be on a war footing to distract and engage a citizenry that is under pressure and not happy with their government.
Second, the economic consequences will be worldwide. China is 20% of global GDP.
Anything that utilized Chinese capital overseas…
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