China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup

Published: Sept. 27, 2024, 3:22 p.m.

This week we discuss China\u2019s economic stimulus, the resilience of the labor market, and the GDP/GDI revisions. We also delve into global liquidity & equity multiples, things to actually worry about in the future, and much more. Enjoy!\n\u2014\nFollow Quinn: https://x.com/qthomp\nFollow Tyler: https://twitter.com/Tyler_Neville_\nFollow Felix: https://twitter.com/fejau_inc\nFollow Forward Guidance: https://twitter.com/ForwardGuidance\nFollow Blockworks: https://twitter.com/Blockworks_\n\u2014\nWeekly Roundup Charts: https://drive.google.com/file/d/13soXH2F5Zv1f3SvJO6Oj5D7d1gtdBFEJ/view?usp=drive_link\n\u2014\nJoin us at Permissionless III Oct 9-11. Use code: FG10 for a 10% discount: https://blockworks.co/event/permissionless-iii\n\u2014\nTimestamps:\n(00:00) Introduction\xa0\xa0\n(01:14) China & Economic Stimulus\xa0\xa0\n(08:11) The World is Changing\xa0\xa0\n(12:26) Oil Market\xa0\xa0\n(15:45) Unpacking the Labor Market\xa0\xa0\n(23:27) Permissionless Ad\xa0\xa0\n(24:04) Interview Continues\xa0\xa0\n(25:15) Central Bank Politics\xa0\xa0\n(27:16) GDP & GDI\xa0\xa0\n(32:26) Global Liquidity & Equity Multiples\xa0\xa0\n(38:26) Things to be Worried About\xa0\xa0\n(45:40) Main Takeaways\n\n\n\u2014\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.