China's Role as King Counterweight Persists

22/02/2022 29 min
China's Role as King Counterweight Persists

Listen "China's Role as King Counterweight Persists "

Episode Synopsis

In this week's episode, Stephen Gallo is joined by BMO's Colin Hamilton, for an in-depth discussion of China's role as a global macro counterweight to numerous phenomena which have persisted in the global economy — but externally to China. This 2-year long counterweight dynamic doesn't seem to be in its end stages yet, so this week's episode covers the implications for the foreign exchange markets and specific commodity prices.