China, Real Estate, General Motors, and Roblox (Podcast)
Bloomberg Intelligence
00:00
The Fed's Interest Rate Path in China Could Affect Growth
Do you think that investors in the U.S. are too optimistic about a soft landing and maybe not thinking about some of the issues that are potentially going on in China? So that's a really good question. I think there's just a lot of optimism about theU.S. right now, and clearly a bunch of the recent data are sort of support for that soft landing narrative. But at the same time, if we think about what's happening with credit growth and banks willingness to make loans, there are early indicators supporting continuing to support a hard landing narrative here.
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