Early Morning with Dave

Early Morning with Dave

Share this post

Early Morning with Dave
Early Morning with Dave
China Remains in the Spotlight (Palliative Moves)
Copy link
Facebook
Email
Notes
More

China Remains in the Spotlight (Palliative Moves)

China’s stimulus fails to address structural challenges

David Rosenberg's avatar
David Rosenberg
Sep 27, 2024
∙ Paid
1

Share this post

Early Morning with Dave
Early Morning with Dave
China Remains in the Spotlight (Palliative Moves)
Copy link
Facebook
Email
Notes
More
Share

Highlights

• China’s stimulus fails to address structural challenges

• U.S. data revisions imply even stronger productivity (bond bullish!)

• The Fed remains way behind the curve

• The government’s focus should be on increasing competitiveness

Keep reading with a 7-day free trial

Subscribe to Early Morning with Dave to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Rosenberg Research
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More