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