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

Published on
August 16th, 2021
Duration
39 minutes

Consumer Sentiment Is Dipping – Is the Economy Slowing?


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

Daily Briefing ·
Featuring Jack Farley, Ash Bennington, and Jared Dillian

Published on: August 16th, 2021 • Duration: 39 minutes

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.

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