China’s Real Estate Poses Risk to the World

It’s no secret inflation is ravaging through the world. In fact, the CPI likely rose 0.6% last month, probably the fastest rate of increase in three decades. Consumers are feeling the surge pricing in everything: gas, airfare, hotels, used and new cars, and food. The dovish Fed will begin to taper bond purchases later this month and warns that China’s real estate problems could spell trouble for the entire world—and not just the U.S. economy. Jeffrey Snider, head of global research at Alhambra Investments, joins Real Vision’s Maggie Lake to discuss inflation, the Fed, and China. They will be taking live questions from Real Vision Plus members.

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China’s Real Estate Poses Risk to the World

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  1. Whatever happening from beginning of 2020 is all about to make an excuse to print money ( bailout) to cover the debt bubble, and the rich getting richer by destroying working people's life and savings.

  2. I think the bond market does know inflation is real, but they understand it's artificial based on money printing, too many dollars chasing too few goods. And they understand we are staring down a deflationary scenario with fed tightening on the way. So it's not that they don't believe there is inflation, they just don't believe it will continue due to the coming recession that rising rates will cause.

  3. I have been trading for about 6 months now and just about every trade backfires and slaps me in my face. Nearly impossible for me to catch more than a few points . I try to do top down analysis but it doesn't work for me . I say to myself, clearly I'm in the 90% that lose money, so I open a demo account, do my analysis, then take the opposite of what I would normally take and get the same result. I'm starting to feel hopeless, any advice for a struggling trader?

  4. It is foolish to think banks are not continuing to take on terrible risk. How do you explain the Bank of America having a massive short silver position when everyone recognizes there is not enough silver for the green energy initiatives? Eventually even corrupt banks collapse.

  5. Jeff is great. I do have a question about the Fed's "money printing". @38:55. If banks are enticed by the fed to lend and they do so, creating virtual currency, ins't that monetary inflation? Wouldn't that be why we see asset prices rise, because assets are what banks lend against?

  6. Please don't underestimate the commercial housing vacancies; the banks are obliged to re-evaluate their portfolios value, base on lower commercial property value due to increased vacancies. (post pandemic) Once this happens across the nation, the banks portfolios will begin a downward spiral.

  7. So what he is saying is businesses need to grow their way out of this fix? So business that can produce at lower cost to the consumer ( with less money) will be winning business? i.e buy growth?

  8. This commentator appears to have a very formal theorectical view of inflation. I find his analysis interesting but his contrarian views are hard to take in. We already have a certain view & its extremely hard to accept or understand some of his analysis when its contrary to mainstream analysis. Only time will tell if he's right.

  9. The world has a huge problem everything is in a bubble all around the world. Bubbles pop causing chaos & no one is immune. Be aware 'it won't happen here argument' will be promoted around the world. Our world is so interconnected I doubt any country will escape from a crash

  10. <I respect the work you put in your videos.. TA is all well and good but I find it truly baffling that all major crypto youtubers just look at pure TA and completely ignore the bigger narrative of why BTC is pumping and why the future outlook might not be as rosy as it seems. It's kinder irresponsible to ignore the fact that each ETF launch so far has caused a major dump at the peaks of BTC. We were already on shaky footing with historically low volume and almost pure whale pumps, narrowly avoiding a long-term bear market. This is the worst possible time in history to invest as so many don't back up their crypto assets.. More emphasis should be put into day tradng as it is less affected by the unpredictable nature of the market….I have made over 7 btc from day tradng with Prof Edward Rowe insights and signals in less than 2 weeks, this is one of the best medium to backup your assets in case it goes bearish,. Trade with an expert! It is truly easy, only requires your time and guide with a mentor like Edward Rowe. You can reach him via tele-gra:m : @EdwardRowe

  11. Before anyone ever talked about evergrand Jeff was interviewed in the Jay martin show and while everyone still believed that china was going to replace the US as the world leading superpower he said that they are in trouble and might not survive this century due to the problems in the Eurodollar system and problems in their economy.

    Jeff is predicting things all the time without saying anything directly. He is the best analyst I know of in youtube and the media on general.

  12. I'm buying some physical gold and silver now,and I'm gonna back up the truck in sprott etfs once the fed has to cave. If the fed never caves and actually does what the say,I may never buy more,but I think they will

  13. This is a man with his legs on fire and his head frozen in ice,whose average body tempature is normal. Hyperinflationary levels of printing fighting quadrillion$$ of potential deflationary derivatives collapse

  14. 2008 to now is galactic continously accelerating money printing trying to counter gargantuan progressive economic collapse. There's some canceling out of some issues, but there are side effects and collateral damage. It's like drinking coffee to combat lack of sleep. The longer you do it the less well it works and the more obvious it is. It's like using water to put out the fire in your house when your house has an active erupting volcano under it. If you use enough water it may seem OK for a while,but there will be tremors and it won't end well.
    Did he really just say "we don't have monetary excessiveness"? Dude

  15. It looks to me like CPI is rising because of energy costs. High energy costs will affect the prices of almost all goods and services. ESG considerations will ensure that continues as green energy will not be quick or cheap, and worse, there is no substitute for oil which is used in so many products. And with respect to banks, no-one wants to lend and no-one wants to borrow for productive business. The environment is too unfriendly. It looks like an inflationary depression. It is not like the 70's more like the 40's.

  16. Not monetary inflation? You have had $5 trillion stuffed into the economy in the last 18 months?

    Please. You will watch margin interest rates spike. Financial assets will start to fail because of leverage. Fearful retail investors start to liquify equities by fleeing to cash.

    If monetary inflation is not a problem why did the Federal Reserve decide it was necessary to tell the markets they will be raising rates 3X this year?

  17. Jeff has forgotten more about the bond market than I will ever know. But if you take away his nice suit and all the framed accreditations behind him he looks like a guy that could be living out of a cardboard box. Get yourself to a barber bro.

  18. Inflation is inflation whatever the cause.

    The higher inflation, the quicker it leads to deflation, so at some point everyone gets to say," I told you so".


  19. Is inflation and growth in the economy the same thing? The reason why money printing is not causing inflation because the velocity of money is low and the people have to pay for high prices. CPI is a very poor measure of inflation because it does not include the basket of goods that it did in the 1980's.

  20. Japan comparison is incorrect because they are not the world Reserve Currency. I agree deflation, but he is not looking at innovation as Cathie Wood focuses on innovation. EU is holding USD China bond debt and massive CoCo bond troubles.

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