Rabobank's Every on Evergrande, Markets

The transcript discusses China's potential response to the Evergrande crisis, highlighting the distinction between financial markets and the real economy. It explores systemic risks and the possibility of contagion, considering the PBOC's role. Geopolitical factors, including a conversation between Xi Jinping and Joe Biden, are examined for their market impact. The discussion shifts to inflation, with insights into the Fed's stance and economic expectations, emphasizing the challenges of returning to stable inflation levels.

What is the big question regarding China's reaction to the Evergrande situation?

In what ways does the speaker suggest that the current economic situation in China could differ from past assumptions?

How does the speaker differentiate between the financial market and the real economy in the context of China's policies?

What potential systemic challenges does the speaker mention regarding the Chinese economy?

What structural risks in the Chinese market does the speaker highlight?

What are the implications of the 'common prosperity' policy mentioned in the text?

How does the speaker view the relationship between inflation and the Fed's actions?