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Listen "China Embarks On New Liquidity Impulse To Stimulate Economy As Country Reopens. AIA Weekly 12-31-22"
Episode Synopsis
As reported China is not wasting time and is re-opening its economy by ripping the band-aid off. There should be a lull as the virus sweeps through the population.
However, experience in other countries tells us that when herd immunity is achieved we should see a rush of consumer spending as the population emerges from three years of lockdowns.
This coincides with the PBOC now engaging in a new liquidity cycle which in the past has led to a rise in commodity prices.
However, experience in other countries tells us that when herd immunity is achieved we should see a rush of consumer spending as the population emerges from three years of lockdowns.
This coincides with the PBOC now engaging in a new liquidity cycle which in the past has led to a rise in commodity prices.
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