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Transcript
Chapters
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What Differentiates China Beige Book?
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How Does China Beige Book Collect Chinese Economic Data?
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What Does The Data Suggest is Happening Now?
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What has Changed in the Data?
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Problems with the Official Story
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When will Economic Slowdown cause Chinese Leadership to Panic?
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What's the Real Impact of Trade Wars on the Chinese Economy?
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How will Beijing Rewrite the Growth Narrative?
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Which Countries Are the Most Vulnerable to A Chinese Demand Drought?
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How Does the Trump Administration Fit into the Narrative?
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What is the Impact of the Breakdown of the Original Trade Deal?
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What are the Chances of a New Deal?
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What's the Maximum Upside and Maximum Downside?