Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)

Forward Guidance

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.

Follow Patrick Perret-Green on Twitter https://x.com/PPGMacro

Follow VanEck on Twitter https://twitter.com/vaneck_us

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__

Timestamps:

(00:00) Introduction

(00:33) China Exporting Deflationary Pressure

(05:20) "Froth" In Commodities

(11:27) The Future Of Fiscal Policy In The U.S.

(19:41) VanEck Ad

(20:21) How Forward Looking Will Central Bankers Be?

(34:35) Chinese National Accounts And Flows

(41:21) War And Finance

(45:30) Bank of Japan

(54:57) Bond Market & Fixed-Income Trades

(01:06:16) Currency Trades on The Yen & Yuan

__

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.