UnderTheLens
IN-DEPTH: TRANSCRIPTION – REGIONAL UPDATE – JUNE 2019
IN-DEPTH: TRANSCRIPTION – REGIONAL UPDATE – JUNE 2019 COVER AGENDA SLIDE 5 – EU THE EUROZONE SLOWDOWN IS MORE PROBLEMATIC THAN THE GLOBAL ONE Starting with the Eurozone, the problem here is threefold: Demographic, High state and fiscal interventionism, Lack of technological leadership If we add the political risk of some governments who want […]
IN-DEPTH: TRANSCRIPTION – A CORROSIVE, “CASCADING CHINESE CRISIS”
IN-DEPTH: TRANSCRIPTION – A CORROSIVE, “CASCADING CHINESE CRISIS” COVER AGENDA Shown here is the agenda I plan to cover in this session. SLIDE 5 My hope is to leave with you the following message: China has now been forced to reverse its De-leveraging and credit tightening efforts, We are beginning to witness an almost desperate effort […]