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Essential

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Daily Briefing

Is China in Crisis?

Let's take a closer look at China's economic situation.

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Featuring Geo Chen and Maggie Lake

Aug 28, 2023 • 32 minutes

Geo Chen, author of the Fidenza Macro blog, joins Maggie Lake to address the troubling economic situation emerging in China, discuss which global indicators have him most concerned, and explore the potential ripple effects of China exporting deflation. You can find more of Geo's work here: https://fidenza.substack.com/archive

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

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