/biz/ - Business & Finance

Based mutts are desperate

>>56157830
This will be the sixth time we have imploded China and we are becoming increasingly efficient at it.

>>56157931
they dont want our inflation, but tey have debt so they need go through the same pain as the usa, the difference is that they produce stuff, they hav factories and manufacturing, we dont

>>56157830
Holy shit they are really comparing total returns of bonds? LOL

>>56157830
>the bedrock of the global financial system
lol
lmao even
>IT HAS TO BE TRUE, I WENT ALL IN ON IT

>>56158123

It is same as looking at yields upside down on a chart

>>56158137
Yes, which is why it's a nothingburger.

>>56157830
You're comparing apples and oranges. The real economy is vastly more important than some variance in the bond market.
The fundamentals of the Chinese economy are in shambles : 50% of young Chinese are jobless, the real estate market is collapsing, exports are collapsing etc.... Plus the demographic crisis is unavoidable and cannot be escaped, because it's a profound structural flaw of Chinese society.
The US economy is still running strong, demography is strong.
Anyone betting on china vs the US at a 10 years horizon because of variations in the bond market is a retard who cannot see the whole picture.

>>56157830
China just stopped buying debt and started buying companies. Compare your China chart to the SP500.

>>56158292
>Plus the demographic crisis is unavoidable
Fucking lol

China has a better demography than Europe and the US. If you want to apply this logic to the demographic collapse of China the West is x10 worse off since we imported millions of immigrants to prop up the pension ponzi scheme

>>56158292
>demography is strong in the u.s.

Hello rabbi

>>56158021
we have corn though so thats pretty cool

Treasuries have been melting down. 3 years of straight losses on long duration bonds, and we’re still below long run average yields. I’m hoping we get a true volcker moment and get to buy debt for pennies on the dollar, bonds are the oldest market by far

>>56157830
hong kong based "research agency" staffed by a russian and two frenchmen pushing china good, US will implode narrative

like how dumb do you think everyone is

>>56159470
>China has a better demography than Europe and the US.
Right, okay Zhang.
Fertility rate at 1.08 and falling lol.
Chinese demographics data are the bleakest in the world. One child policy was retarded, who would have thought.

>>56159470
>>56159801

>>56159821
And that's without adjusting for the lies of the Chinese government. When even the lies of a totalitarian one party government aren't able to cover the reality of the situation you know it's bad

This is the guy who is directing the 'research center' this research by the way. His name is Charles Gave. He is known for being a clown in France. He has no credibility. He has been announcing the end of the EU for 10 years. At the beginning of the Ukrainian war he was announcing the victory of Russia in a few days and the collapse of the eurozone in one month. He is pro-putin, pro-Xi, pro dictators. A piece of shit, totally oriented politically, not a ounce of neutrality in this guy. The person who wrote the piece linked by OP is his son. Not of what is written by 'gavekal research' should be trusted.

>>56159784
>>56159935

The French were early in calling the end of the Breton Woods system. See Charles de Gaulle.

>>56159801
>>56158292
What level of delusion do you need to be on?
China has billions of people.
The west has had a sub replacement rate for over 80 years. Maybe more.

Go through any western city its all africans, pakistanis, indians, spics. Just streets upon streets of genetics that don't originate on the European continent.

Why do westerners always LIE? Is it because they are so brainwashed that they really can't see reality past their 1984 style lobotomization?

>>56159801
>>56159821
>>56159844
you're coping so hard

why do you even care about china? You sound like a butthurt american who's scared about a chinese hegemony. As a European idgaf. The West is fucked regardless

>>56157830
>https://research.gavekal.com/article/making-sense-of-the-china-meltdown-story/
that article is really good, thank you for sharing it anon

>>56159784
in case you haven't noticed, the US is indeed in the process of imploding

>>56159935
i am always surprised at how people who are relatively well-informed and educated on geopolitics and economics completely fail to see how China is utilizing its economy as full-spectrum warfare just like what happened with COVID. they are going to crash first and recover first, deliberately

the vax killed their working population

>>56161259
>NEET talking about working people
kek

China will collapse in 2 weeks.

>>56157830
So is this another case of distracting people by accusing other of what you yourself are doing? Anti-pedo advocate turns out to be a pedo, climate activist flies private jets, USA economy is becoming unmanageable, so they shine the spotlight on China?

my news feed is filled with China collapsing. I wake up to it in the morning.
this is weird

>>56158021
They produce stuff for half the world. But if the world can't afford to buy anything then their debt ponzi implodes. This is what happens when the state owns everything, there's no cushion for when the local currency goes tits up. lol lmao get wrecked chinks.

>>56159470
>Arrrrr roook arrrike
Fuck off Jackie chan

>>56161373
they've been forcing their currency to devalue the past 20 years because it has been appreciating against the dollar the whole time.

>>56157931
Kek. Based.

>>56158148
this, what isn't a nothing burger is chinese corporate yields spiking because they refuse to make whole foreign investors, signalling descent into full blown capitalism again or war on the longer term

then again every country has dropped the ball and is signalling war
zoomers get to go kill each other off to pay for older gen mistakes

>>56161547
>capitalism
communism*

Both are shit. Indian century starts now sirs

>>56159470
> China has a better demography than Europe and the US.

A key difference is that in Europe and the US, old people have pensions/social security and spend a bunch of money. Parts of America that are full of old people like Florida have booming economies.

Old people in China have no safety net and are a leech on their kid