/biz/ - Business & Finance

[Anonymous No.55953371]

China's real estate bubble collapse will send massive deflationary pressure on commodities and materials and save the west from having to keep raising rates

[Anonymous No.55953387]

> save the west
Low rates are cancer you piece of shit

[Anonymous No.55953405]

>China's economy gets fucked in the ass by deflation making its already ridiculously huge debt burden even more expensive and creating a cycle of unemployment and lowered profits
>Places deflationary pressures on the West that was struggling with inflation
>Interest rates aren't as important anymore since China's naturally dragging down global inflationary pressures
>Interest rates can be lowered again as the West enters moderated inflation while China falls into a deflationary death spiral
Based China sacrificing itself for the West. They died so we could live.

[Anonymous No.55953454]

>>55953371
No. Rates are going to stay higher for longer, while china dies and demand worldwide for slave labor goods, and raw materials go into full depression. China isn't the only target, Saudis were very naughty and bad goys lately. It isn't over until oil is at $32 and less a barrel

[Anonymous No.55953485]

>>55953454
And the target aren't just slave labor countries and gasstation countries, no, the treasonous private sector, from Larry over Bakley to Dimon is also going to get it's punishment for having betrayed the USA.

Don't be surprised, when some astroturfed "movements" are going to get free reign burning down certain banks and offices

[Anonymous No.55953491]

[Anonymous No.55953524]

>>55953371
Your mouth is channelling your ass again.

[Anonymous No.55953597]

>>55953491
Why are lefty memes not only not funny, also rarely sensical?

[Anonymous No.55953617]

Lmao literal chink shills

[Anonymous No.55953652]

>>55953597
Collectivists are through the bank uncreative losers that became collectivist to compensate their individual weaknesses, while telling each other in their bubbles how great they are, and when leaving their collectivistic bubbles, confronted with reality get through the bank shit on

[Anonymous No.55953683]

>>55953454
can you please rationally explain why people would stop wanting cheap goods and raw materials

[Anonymous No.55953713]

>>55953683
The failed china flue fear campaign had a rather interesting side effect on consume behavior, people reduced unecessary spending, despite the china flue bucks.
The reduction in demand for raw materials comes from at one hand changed consume behavior and on the other hand the major part higher interest rates and a reduction in construction. A developer would be retarded to stock up on raw materials for building, now, when the majority is at best doing one project at a time

[Anonymous No.55953750]

>>55953387
Holy fuck. Anyone who paid a million dollars for one of those frozen shoe boxes is a retard.

[Anonymous No.55953886]

>>55953750
They did it for the "passive income" meme, because everyone needs a house, no, at least that is what boomers try to sell the world on, no matter in what direction demographic evolution goes, and one can import niggers with no further effect but line goes up, right, security situation doesn't detoriates and afterall kumbaya and it only takes a drum circle to give peace a chance

[Anonymous No.55953965]

>>55953886
The way the boomers kicked all their kids out into tents over this lie is so horrible. I don't understand how they think.

[Anonymous No.55954082]

>>55953965
Not just Boomers. But hey chang, you just follow your ccp script afraid to lose your visa and be send back to the rice fields
Boomer is a general term, not necessarily targeted at boomers, and everyone knows changs ccp invested massively into western real estate, and it's going to be fun when those investments go to 0, not bought for the fantasy prices to stabilize yuan. Enjoy the expropriation and being send back home, chang

[Anonymous No.55954142]

Lower demand for chink houses will just encourage them to buy in Canada and Australia.

It's so fucking over bros.

[Anonymous No.55954191]

>>55954142
Go back chang.
Frog poster = chang

[Anonymous No.55954239]

>>55953371
Remember, nothing ever happens. At least, not what is expected.

[Anonymous No.55954275]

>>55954239

[Anonymous No.55954683]

>>55953371
The goal remains 2%
Until then higher for longer

[Anonymous No.55956865]

>>55953371
Collapsed. The funds aren't paying anymore

[Anonymous No.55957154]

>>55953371
I keep thinking how this will play out because it is a very interesting macroeconomic puzzle.

Because the financial system is relatively isolated there will not be a crisis and the deflationary pressures will have to come through the trade channel. So commodities taking a hit would be the obvious outcome.

But what if they just go especially tight on capital controls and then just keep creating debt inside their own economy. Are there any limits? The state can borrow and do something/anything with the money until they reach Japan level of indebtedness. Why not?

The flip side of running a surplus is that they have acquired a lot of financial assets abroad. When the currency comes under pressure like it has been for the past year, those assets will have to be sold. Belt and Road assets are highly illiquid and cannot be sold without a loss so that leaves somewhat liquid assets in western financial markets. What happens to the prices when they need to firesale to save yuan?

[Anonymous No.55957683]

>>55953405
>implying they aren't imploding their economy to crash the world economy like they did with COVID as 5th gen war/part of a nefarious plan by global cabal
ngmi
t. 100% all-in on XRP

[Anonymous No.55957709]

>>55956865
yeah they went pretty quiet about Country Garden, Evergrande and the trust companies recently didn't they. they're just waiting to pull the plug

[Anonymous No.55957724]

>*onions face click bait two more weeks*

[Anonymous No.55957823]

>>55957154
It's not an interesting puzzle, its just another thing China's trying to keep consumption down there. But China needs to consume more than CCP policy will allow, and its economic problems will grow larger until it does. Which is itself a paradox, since most of the things China produces can't be consumed by its population.

[Anonymous No.55957845]

>>55957154

>Belt and Road assets are highly illiquid and cannot be sold without a loss

They aren't just highly illiquid, they're toxic assets. Who would want to buy terribly-built and unlikely-to-have-been-maintained roads and dams in shitty countries?

[Anonymous No.55957859]

>>55957823
Thought that was the whole point escaping the middle-income trap, increase internal consumption.

[Anonymous No.55957923]

>>55957859
That's why it's a trap, because 95% of countries industrialize by creating and then subsidizing these behemoth state-backed firms to generate that industrial output. Which works, as long as you're producing industrial output from fucking nothing. But after a while you run into diminishing returns from industrializing alone and you need to have other growth sectors. But those giant state-backed firms don't want the money to go to anyone else, so they convince the government to not do that. Also, the faster you industrialize, the harder of a demographic crunch you get, since industrialization requires moving people into cities and industrial zones to produce shit. China has the record of fastest industrialization, and they started around fifty years ago so they're running out of people below forty.

[Anonymous No.55957968]

>>55953371
china looks like absolute shit.
I wonder where xi xipooh-bear lives

[Anonymous No.55958014]

>>55953750
>>55953886
They did it because they're safe in the knowledge that the government plans to bring in over a million immigrants a year from now on specifically to keep the housing bubble from bursting. Also theres the added globohomo goal of suppressing wages and diluting the majority white population with hordes of browns.

Real estate investment in Canada seems like a really safe investment when the government is doing all it can to keep it safe investment. Helps that so many of our ministers and members of parliament are landlords with a very obvious conflict of interest when it comes to "solving" the housing crisis.

[Sean No.55958062]

>>55953454
Mexico will replace China as a factory of the world and all raw material suppliers will have the same infrastructure to continue their current output, but will be facing reduced demand which means companies collapse or materials become more affordable for the remaining buyers. Hopefully.

[Anonymous No.55958100]

>>55957923
They could always import Africans and people from the Indian subcontinent/Middle East to fill the gap, that’s worked wonders in the West.

[Anonymous No.55958175]

china dies, there is civil unrest in chiner, ccp falls, china becomes a liberal democracy, now they can into mindless consumerism. china finally becomes number 1.

everything went better than expectations.jpg

[Anonymous No.55958195]

>>55958062
>Mexico will replace China as a factory of the world
Delusional levels previously thought impossible

[Sean No.55958213]

>>55958195
You really haven't heard? That's why everyone is moving to the south in the US. Mexicans have extremely low wages. Chinas too expensive now.

[Anonymous No.55958221]

>>55958213
Noone really cares about the voices in your head

[Sean No.55958252]

>>55958221
Anons have said it too. It's actually old news. The golden circle in the Caribbean is the new industrial epicenter, and it's super convenient for americans because of cheap shipping and close proximity.

[Anonymous No.55958314]

>>55958252
> The golden circle in the Caribbean

[Sean No.55958342]

>>55958314
Do you just sorta vaguebait or do you ever say anything?

[Anonymous No.55958351]

>>55958342
That you keep talking after I posted this, is nothing but funny: >>55958195

[Anonymous No.55958352]

>>55958195
>>55958221
>>55958314
Mexico will flip China by 2050.

[Anonymous No.55958367]

>>55958014
>Real estate investment in Canada seems like a really safe investment
Canadians are stupid.
People who have money won't keep coming at these prices
> but everyone wants to come here
Your GDP is down next quarter despite 2% population increase.
The average savings of an immigrant is 22k CAD.
You haven't invented a perpetual motion machine.
Investment in productive industry has tanked.

[Sean No.55958385]

>>55958351
I was just talking about business. I don't think you're on the right. Did you really just piss your pants laughing at this awkward exchange where you look like a dumbass? "Lol I'm a retard and wasted both our time lol". You sure got me. You have to be 18 to post here.

[Anonymous No.55958393]

>>55953371
This looks like the 15 minute city dream place. Why don't all the liberals fuck off to China? It's everything they ever wanted.

[Anonymous No.55958396]

>>55958352

[Anonymous No.55958400]

>>55958062
>reduced demand
Why? We're in a global economy. If whitoids and chinks don't want to buy anything, they will just sell to negroids and poos.

[Sean No.55958427]

>>55958400
Poos are still in this but basically will continue to have $0 per capita. Negroida are a wildcard but I'm pessimistic and will also have like -$1 per capita.
>>55958352
I dunno about that. I don't think Mexico has enough pops. But anything is possible.

[Anonymous No.55958604]

>>55958195
Mexico is well on their way. Ironically, tons of Chinese factories are moving to Mexico as well.

https://www.youtube.com/watch?v=u3gEGtqXXqg

[Anonymous No.55959284]

>>55958175
>Chinkoid
>Libtard demratcy
Lmfao. New liberal fascists are the most delusional idiots on the planet.

[Anonymous No.55959363]

>>55954142
Buy with what? Yuan? Hahahahahaha

[Anonymous No.55959373]

>>55959363
Nah.

At 9% interest rates with no job.

[Anonymous No.55959404]

>>55958062
Berkshire has an idea what it happening. They wouldn't be buying construction companies if Warren wouldn't expect a higher output of real estate, mostly because of reduced production cost, means reduced material prices, because rates are higher for longer

[Anonymous No.55959425]

>>55953371

If China's real estate bubble bursts, it's entire economy is going to implode and the CCP is going to use the financial crisis as a opportune time to wage war to stop civil unrest and crime.

If this happens, the global economic system will be destroyed. And while eastern powers exert themselves outwards for conquest, western nations will consume themselves as racial gangs of criminals riot and profiteer from commodity scarcity.

If "WW3" happens, foreign boots won't touch US soil but US cities will be burning. The George Floyd riots weren't due to racial profiling or injustice, but rather a collective reaction to a sudden decrease in quality of life due to covid lockdowns.

[Anonymous No.55959453]

>>55959425
>2 weeks

[Anonymous No.55959588]

>>55959425

.
.
.
If you shill faggots want to not be told to go kys, learn to be anon or ask your handlers to be deployed somewhere else
Btw, it might take some times, but the doxes are now public on a small slow pretty much unknown imageboard

[Anonymous No.55960870]

>>55953371
just two more hours guys!

[Anonymous No.55961117]

>>55959284
>Lmfao. New liberal fascists are the most delusional idiots on the planet.
Ahahahahahahaha
spotted the tranny faggot

[Anonymous No.55961154]

>>55961117
Wut? What has you cutting off your dick to do with the new liberal fascists retardation about every human being the same and eventually becoming a new liberal fascist retard when a country breaks, just because