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New neutral rate is 100 bps below where it is today, says Hayman Capital's Kyle Bass
CNBC Television· 2025-12-15 20:21
Joining us now with more on that China and maybe even a little touch of Venezuela is Kyle Bass, founder and CIO at Haymon Capital Management. Kyle, I hope you're ready because we got a lot of things that we want to hit with you. Are you ready. >> I'm ready.>> Let's do this. All right, let's kick things off maybe with the Federal Reserve. Obviously, you're very well known for subprime years ago.Some people suggest the Federal Reserve is making a policy mistake by keeping rates too high for too long. What say ...
X @The Economist
The Economist· 2025-12-11 02:00
Economic Strategy - China's economic tactics have a dubious record of success when viewed narrowly [1] - A wider perspective is needed to understand China's economic actions [1] Source - The analysis is based on an article with an accompanying illustration by Cornelia Li [1]
X @The Economist
The Economist· 2025-12-10 21:04
RT Zanny Minton Beddoes (@zannymb)On this week’s Insider show, Ed Carr and I are joined by @DSORennie and @aliceysu to assess China’s economic and geopolitical power and probe the country’s strengths and weaknesses. I hope you will join us on Thursday at 6pm London time https://t.co/wKx7vVDueh ...
X @The Economist
The Economist· 2025-12-09 14:20
Economic Tactics Analysis - China's economic tactics' success record seems dubious when viewed narrowly [1] - A wider perspective is needed to understand China's economic actions [1]
X @The Economist
The Economist· 2025-10-15 06:20
Key Arguments on China's Economy - The Communist Party's mouthpiece, People's Daily, offers insights into the party's thinking on China's economy [1] - Four key arguments regarding China's economy emerge from a recent set of articles [1]
Keyu Jin: China's Economy, Tariffs, Trade, Trump, Communism & Capitalism | Lex Fridman Podcast #477
Lex Fridman· 2025-08-13 20:35
The following is a conversation with Ku Jin, an economist at the London School of Economics specializing in China's economy, international macroeconomics, global trade imbalances, and financial policy. She wrote the highly lauded book on China titled The New China Playbook: Beyond Socialism and Capitalism that details China's economic transformation since 1978 to Today. and it dispels a lot of misconceptions about China's economy that people in the west have. This is the Lex Freedman podcast. To support it, ...
What’s the Labubu doll got to do with China’s economy? #bloomberg
Bloomberg Television· 2025-06-14 03:00
Banking & Competition - Chinese banks are facing intense competition for customers and record low profits [2] - A Chinese bank was prohibited from using Leubu dolls as incentives due to concerns about increased costs and reduced profit margins [1] - The use of promotional tactics like Leubu dolls highlights the weakness of China's domestic economy [2] Economic Factors - Stimulus efforts, including lower interest rates, have negatively impacted Chinese banks [2] - Policymakers are grappling with deflation worries and sluggish demand in China [2] - Slower-than-expected export growth, particularly plummeting shipments to America, underscores the importance of US-China trade talks [3]