Global Recession Could Be Delayed By China Reopening, But it's Inevitable: Andreas Steno

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Andreas Steno of Steno Research explains how the reopening of China will likely bring new demand online and delay the coming global recession. Andreas dives into the multitude of factors driving the recession and reveals his views on why a soft landing by the Fed is all but impossible.

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00:00 Introduction
01:25 China Reopening and the Recession
03:32 Chinese Credit Market
05:55 Possibility of a Soft Landing
12:37 Recession is Coming
14:27 Inflation Numbers
16:55 Housing Market Bubble
19:59 Canadian Real Estate
25:10 Demographic Challenges
28:35 Change in CPI Calculation
36:21 Bond Market
38:19 How is Andreas Investing?
41:47 Copper and Base Metals
43:58 Battery Metals
45:19 Investing in China
48:19 Fracturing of Global Supply Chain
52:33 Cost of Offshore Labor
54:31 Cold War Escalation

#recession #china #commodities