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China’s Still A Snowball
The Party in Beijing still has a lot of work to do warding off the deflation demon that's stalked th
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Wouldn’t “deemphasizing housing” also explain the slight uptick in inflation considering China’s deeply depressed real estate market?
So much of the substack/podcast coverage of China I come across, or should I say comes across me, basically boils down to China’s winning. And as far as I can tell there is truth to that. I mean, our president is a half-insane psy-ops savant just out here killing time. Among other things. So we’re not exactly peaking. But anyway my point is I appreciate your coverage of China. If nothing else it gives us something to think about besides how much better their factories are.
I am fascinated with BYD, ever since I attended a car show (in Europe), where their EV’s dominated the show and, in comparison, made Tesla’s look significantly less luxurious.
BYD has built carriers that can deliver up to 9,200 cars. There are videos on the internet of the ships self- unloading (the cars are put in automatic driving mode) in Brazil. Pretty awesome, I gotta say.
https://evxl.co/2025/05/04/worlds-largest-car-carrier-7000-byd-evs-brazil/
In other news, it certainly seems that the Chinese are selling out of US real estate, in addition to USTs.
Getting ready to do something? Certainly looks that way.