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Macro Issues Facing the PBOC and its Dwindling Choices
podcast Brian McCarthy is the founder of MacroLens, an institutional newsletter focused on macroeconomics. Brian previously ran a single-strategy China-focused hedge fund at Emerging Sovereign Group from 2012-2019. He is an expert on China’s balance of payments and currency management. Because China looms so large on the world stage both macroeconomically and geopolitically, this conversation is both timely and important in its implications. We talk about everything from China’s burgeoning bad debts, the Scylla/Charybdis Dilemmas facing the PBOC, and the impact of recent new tariffs on China. Brian notably ... (full story)