Jason Schenker: Aluminum Is the Market to Watch Closely in 2019
On the long list of leading indicators that market participants attempt to use to figure out where the economy may be headed, don’t overlook aluminum.…
Thought Leader: Jason Schenker
Peter Zeihan: The Downward Spiral of the Chinese Economy
From Peter Zeihan: If you ever need to make an online dating profile, be sure to add “long walks on the beach discussing the economic challenges facing China” to the list…I promise you’ll double the dates in no time.
The Chinese have been struggling with economic growth since the beginning of COVID, missing their growth rate target repeatedly and on the verge of a recession. Attempts to bail themselves out continue to fall short, likely because these stimulus measures do not address the core problems (that the population is aging and private consumption is plummeting).
That’s not even an exhaustive list either. The Chinese banking system is severely strained as well. With the government pushing for more lending at low/negative rates, the banking sector is in dire straits. Until major reform hits China, the spiral down will continue…and a larger financial crisis will continue to creep closer and closer.
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