Research & Videos
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1. |
00:00 |
Introduction |
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2. |
01:20 |
The Collapse in the U.S. Household Debt Super-cycle Is Over |
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3. |
01:38 |
Household Deleveraging Has Ended |
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4. |
01:52 |
U.S. Household's Spending Twin - Chinese Production Growth - Has Stabilized |
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5. |
02:40 |
Tailwind of Aggressive Monetary Policy Support 9 Years After the Crisis |
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6. |
04:48 |
Will Policy Normalization Slow Nominal and Real Growth? |
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7. |
06:27 |
No Sign of U.S. Recession: Growth in LEI Is Up |
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8. |
06:55 |
Capital Markets Signal U.S. Economy Busting out from Secular Stagnation |
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9. |
12:23 |
Lending Has Bottomed Out; European Households Re-leveraging |
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10. |
13:18 |
A Negative Credit Impulse Has Already Weighed on Chinese Real Estate |
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11. |
13:44 |
But China LEI's Diverge Upwards from Industrial Trends |
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12. |
14:20 |
China's Consumer Confidence Unprecedented |
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13. |
18:32 |
Appendix |
