Summary
- China’s post-COVID economic reopening has been much slower than expected, leading to speculation about how the Party will respond.
- Americans are shunning saving and increasing borrowing, while Chinese consumers have grown increasingly cautious.
- With China rapidly slowing down, is the United States next?
- It seems likely as leading economic indicators in the US are flashing a crystal clear recession signal.
- Implications for Chinese tech, oil stocks, and more.