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EssentialThe Expert View

Dollar Liquidity: The End Game for China

Featuring Brian McCarthy

Nov 19, 2019 • 36 minutes

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Essential

The Expert View

Dollar Liquidity: The End Game for China

China is one of biggest debt bubbles, so why haven't we seen a credit crisis yet? Brian McCarthy examines the probabilities of a financial meltdown.

Featuring Brian McCarthy

Nov 19, 2019 • 36 minutes

China is one of biggest debt bubbles in the world, so why haven't we seen a credit crisis yet? Brian McCarthy, chief strategist at Macrolens, makes his Real Vision debut to dissect the structure of the Chinese banking system and to examine the probabilities of a full-blown financial meltdown. McCarthy walks through why he believes Chinese economic growth will continue to deteriorate and explains the dollar shortage through Mundell's framework of the impossible trinity. He then argues that China is on a path towards self-decoupling from the rest of the world, similar to that of North Korea. He notes why the Chinese Yuan will continue to weaken and considers the near-term ramifications from Hong Kong and the trade war. Filmed on November 13, 2019. Show More

Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

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Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

More Episodes

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