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Early Morning with Dave
China Details Its Economic Relief Plan But Doubts Linger On Whether It Will Be Enough?
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China Details Its Economic Relief Plan But Doubts Linger On Whether It Will Be Enough?

China's stimulus plans do not address the country's structural problems…

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David Rosenberg
Oct 15, 2024
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Early Morning with Dave
Early Morning with Dave
China Details Its Economic Relief Plan But Doubts Linger On Whether It Will Be Enough?
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Highlights

  • China's stimulus plans do not address the country's structural problems…

  • … and its economy remains locked into a deflationary debt trap

  • Multiple expansion and momentum drive equity markets higher (the rally is not earnings-driven)

  • Secular gold bull market continues to look bright

Key Takeaways

Disappointing Fiscal Measures in China

  • China’s fiscal pl…

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