What a difference a year can make.
In case you missed it, the Shanghai Composite Index is officially in crash mode—down over 24% since its highs in January. Meanwhile, Emerging Market currencies and stocks are in complete disarray. In light of these continuing market dislocations (which our macro team proactively flagged for our subscribers earlier this year) we thought it’d be a good time to revisit our #ChinaSlowing theme.
More importantly, where we stand right now.
In this exclusive clip from The Macro Show, Hedgeye Macro analyst Darius Dale digs into the data with four charts that reiterate our #ChinaSlowing and #GlobalDivergences calls.
Watch the full clip above.
