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VIDEO: China Macro - Signal vs Noise... (Back to First Principles)


In this video I take you through a topic from a recent edition of the Weekly Macro Themes, which is the flagship report of our core institutional service.

Covered in the video is the China Macro outlook, specifically:

-What should we be focused on in terms of existing trends, virus impact, and policy response?

-The most important indicators to watch for the macro picture in China

-The likely next steps in terms of risks, monetary policy, and the cyclical outlook

Let me know what you think in the YouTube video comments section, I'd love to hear your take and indeed your feedback on both the video, charts, and conclusions.

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