Will China Kill Inflation? | The Big Conversation | Refinitiv

This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at China’s key role within the reflation narrative and how it’s been driving some commodity prices higher. Is this a sustainable move or was this a stop-gap effort to stimulate supply in response to the pandemic? What now happens to all those finished goods and will China rotate back to domestic consumption? This could wrong-foot the reflation trade. In the Chatter this week we talk to MarketPysch CEO Richard Peterson about the growth in meme stocks and the general trend toward buzz investing.

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[DontBeStatusQuo]

If this dude did a podcast, I would never miss a show.

[RB-owmt]

This guy has so much knowledge, I have to watch the video multiple times

[lanebullger]

Chinese Economic Data should be taken with a grain of rice.

[ForwardGuidance]

Roger usually speak over my head, but this one was easier. Maybe I'll getting smarter? LOL

[dow]

well food commodities is hyperinflated like crazy. like import seafood to China is down but domestic produce is hyperinflated and people went to the extreme to change the product of origin or change of packaging to get 5x more money for domesticated product.

[tomsmock]

You can see this playing out with Chinese goods being aggressive cross marketed within Amazon. Crazy

[funny-video-YouTube-channel]

Global economies are weak. China has to export to weak economies now.
They have to become more efficient in production, or they have to devalue their currency.
In other words, China double wins if they are able to automate or to have some efficiency gains in production.

[coAdjointTom]

Chinese authority saying clearly that growth is going to be muted for a long time. The world should pay attention

[zSkandal]

What does "BUZZ" even mean? Is it noise in the media? Or what?

[Solafide]

Sounds like they are at least competent

[DaniilDimitrov]

Haahah is this guy still working for RV?

[michaels]

"infrastructurre is expected to run for a decade" -- no kidding, you can't rebuild infrastructure overnight. As Obama eventually admitted, the shovel ready jobs he promised in his first presidential campaign were never possible. The infrastructure problem has to be addressed eventually, and should have been addressed at least 30 years ago. Trump wanted to do it, but Congress wouldn't let him. Obama would not do it because feminists complained it would create more jobs for men than for women. The two Bush's both preferred to waste money on foreign adventurism. Clinton was basically a do nothing president.

[majorowe]

why keep referencing stock market indices as indicators when we know they have decoupled from the underlying economies? I mean the nikkei is mostly owned by the BoJ - it is meaningless.

[teflking]

If Roger's belt is anything to go by, it's deflation all the way. Do your bit for the economy, Roger, and buy a new one.

[turbofanlover]

It's a casino, kids. Buckle up...and look out below.