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The Second Phase of Asia’s Collapse has Begun

Author
Jeff Snider
Published
Mon 14 Jul 2025
Episode Link
https://share.transistor.fm/s/6059474a

Asia is suddenly awash in deflation. Japan is now experiencing it. And while not necessarily new for China, the acceleration downward to producer prices hints at deterioration in demand, overseas as well as locally. It's become a big enough change the government in Beijing crucially appears to shifting its own economic focus, a potentially profound worldwide signal. Oh, and Jamie Dimon.

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

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