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Will China's Slowdown and Taper Talks Derail The Reflation Trade?

Will China's Slowdown and Taper Talks Derail The Reflation Trade?

Ash Bennington, Jack Farley, and Jared Dillian examine China's economic slowdown in July and what risks that might pose to global economic growth.

Real Vision: Finance & Investing · Real Vision Podcast Network

August 17, 202141m 31s

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Show Notes

DB-Aug16,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Jared Dillian, editor of The Daily Dirtnap, to examine China’s economic slowdown in July and what risks that might pose to global economic growth as well as the Fed’s consideration of ending asset purchases by mid-2022. Dillian provides an update on his investment framework amidst concerning signals about the risks of an economic slowdown that would undermine the recovery in addition to the timeline of the Fed tapering and what the impact would be on markets.

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