Michael Zezas: China’s Evolving Economy

This podcast episode analyzes the potential impacts of China's economic challenges on global markets. While a debt deflation cycle in China remains a concern, the podcast highlights that China's slowing growth is already having an impact. This could lead to disinflation exports to developed market countries, potentially pushing US Treasury bond yields lower. Investors are advised to consider diversifying away from China credit towards markets like Japan, Australia, and New Zealand.