Listen

Description

TOPICS AND TIMESTAMPS:

The Next Phase 0:00

CHINA REAL ESTATE 1:55

TRADE WOES 3:58

SUPPLY AND DEMAND 8:01

$GPS INSIGHTS

#1 MAJOR DEVELOPMENTS INSIDE CHINA ARE GEARING UP

#2 EVERGRANDE PROBLEMS SPREADING TO PROPERTY SECTOR

#3 MARKETS WILL ALWAYS IGNORE RISK UNTIL TOO LATE

Market Focus Moves to Stronger Property Firms: Evergrande Update - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-08/market-focus-moves-to-stronger-property-firms-evergrande-update?srnd=premium-canada

China Bond Rout Shifts From Evergrande to Other Big Developers - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-08/china-bond-rout-shifts-from-evergrande-to-other-big-developers?srnd=premium-canada

China Posts Record Trade Surplus in October as Exports Surge - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-07/china-posts-robust-export-growth-in-october-beats-estimate

1240x-1.png (1240×697)

https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iMlj1t4W9gNQ/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png

US trade deficit record.jpg (1260×643)

https://cms.zerohedge.com/s3/files/inline-images/US%20trade%20deficit%20record.jpg?itok=rM43A0bq