China rolls out HUGE stimulus package. SAHM rule triggered. New carry trade - Macro Monday EP10

In this episode of Macro Mondays, Charlie dives deep intoboth the Chinese and US economy. Looking at the impacts of the rollout of recent economic stimulus packages in China. Comparing the Chinese KWEV ETF vsSPY ETF. The effects of rising UNEMPLOYMENT in both the east, and the west. The beginning of a new US rate cutting cycle. David Tepper's large Chinese position. What the WEST cannot afford to do... Impacts of natural disasters. The SAHM rule may mean a 100% chance of recession, and the potential rate differential opening between eastern and western markets! Finally, there might be a new carry trade opportunity starting!www.eccuity.com/podcasts00:00 Intro00:08 New carry trade? 00:52 HSI to the MOON! 01:51 SPY vs KWEB Chart03:08 What’s in the PBoC Stimulus? 05:10 China rates down + Iron ore up 16%05:46 Rising unemployment in China06:36 Start of NEW US Rate cut cycle07:43 China stimulus might mean…08:56 David Tepper locked into China09:41 What the West CANNOT afford! 11:33 What if Inflation persists? 13:51 Natural Disasters14:44 Expected Jobless claims16:12 SAHM rule TRIGGERED! 18:25 East vs West Rates differential. 19:04 Disclaimer / Outro#MacroMondays #Macro #Macroeconomics #NZTech #NZstartup #startup #NZInvestors #finance #investing #earnings #wealth #money #wage #inflation #China #UnitedStates #US #EastvsWest #CarryTrade #HSI #SPY #KWEB #Stimulus #Chinastimulus #chineseeconomy #rates #Iron #unemployment #ratecut #inflation #globalinflation #DavidTepper #equities #nationaldebt #debt #default #bonds #devaluation #USD #HurricanHelene #Florida #SAHM #SAHMrule #recession #ratedifferential

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