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China Embarks On New Liquidity Impulse To Stimulate Economy As Country Reopens. AIA Weekly 12-31-22

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Manage episode 351257240 series 2896442
Content provided by John Polomny. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Polomny or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

148 episodes

Artwork
iconShare
 
Manage episode 351257240 series 2896442
Content provided by John Polomny. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Polomny or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

148 episodes

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