China-USA Inflection Point, from Hernan Avella
In essence, China now has a better fiscal position, a more conservative central bank, higher interest rates, and a relatively improved net international investment position."
This has some thought provoking charts and ideas.
Comments
Ojih Thaddeus ubabuilo on June 28, 2020 6:57 pm
I love this website
Eric Lindell on July 1, 2020 5:50 pm
China’s Tao is becoming more yang,
while America’s Dow is becoming more yin.
So it is ordained in the ancient Dow Ka-Ching.