Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.\nFollow Patrick Perret-Green on Twitter https://x.com/PPGMacro\nFollow VanEck on Twitter https://twitter.com/vaneck_us\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\n__\nTimestamps:\n(00:00) Introduction\n(00:33) China Exporting Deflationary Pressure\n(05:20) "Froth" In Commodities\n(11:27) The Future Of Fiscal Policy In The U.S.\n(19:41) VanEck Ad\n(20:21) How Forward Looking Will Central Bankers Be?\n(34:35) Chinese National Accounts And Flows\n(41:21) War And Finance\n(45:30) Bank of Japan\n(54:57) Bond Market & Fixed-Income Trades\n(01:06:16) Currency Trades on The Yen & Yuan\n__\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.