The Macro Impact of Evergrande’s Fall and the Fed’s Balance Sheet Tapering

Published on
September 22nd, 2021
Duration
61 minutes


The Macro Impact of Evergrande’s Fall and the Fed’s Balance Sheet Tapering

Live ·
Featuring Jens Nordvig and Jack Farley

Published on: September 22nd, 2021 • Duration: 61 minutes

Advisor to some of the world’s largest hedge funds, Jens Nordvig, founder and CEO of Exante Data, is renowned for his data-driven approach to measuring risks and identifying opportunities in the often-thorny landscape of macro investing. On this Real Vision Live, Nordvig shares what the data is indicating about to what degree global markets will be impacted by the fall of Evergrande, the heavily-indebted Chinese real estate behemoth. Nordvig explains why China’s closed capital account reduces the amount of financial contagion that can spread throughout the world, but that nevertheless risks abound. He explores why it has been the Hong Kong dollar, rather than the Yuan, making the biggest moves on a volatility-adjusted basis and takes a data-driven look at how the Federal Reserve's plans to taper its balance sheet expansion will impact asset prices. Interviewed by Real Vision's Jack Farley, who will be taking live questions from Real Vision Plus members.

Comments

Transcript