China Trip May 19

TRAVEL NOTES: CHINA

Growth Is Stabilizing at the Cost of Renewed Financial Imbalances

A Trade Deal May Not Prevent a Medium-Term Cold War Between US and China

By Nouriel Roubini

7 May 2019

In this paper we discuss:

• latest developments in the Chinese economy;
• the latest round of fiscal, monetary and regulatory stimulus and its economic impact;
• the prospects of a trade deal between China and the US;
• the possibility of a Cold War developing between China and the US; and
• the market implications to all the above.

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Download PDF: China Trip Report – May 2019

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