Macro Strategy Insights

China Stimulus Simplified

I wanted to do this as a flow chart, but my lack of experience with the flowchart tools (and my lack of patience) ended that gambit. So, for now, we will just write about what I think is happening (and will happen) in the shortest possible way. Does China Have an Economic Problem? Yes The Chinese economy is in the doldrums. Their stock market has done nothing for decades. Real estate, the major source of wealth for many, has been floundering badly. Youth unemployment, even amongst STEM students, is running high. There is nothing about their demographic (an aging, shrinking ... China Stimulus Simplified

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