Market Insights

04/09/19 08:34 AM EDT

CHART OF THE DAY: Can China Do It Again?

Keith McCullough

@keithmccullough

Editor's Note: Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough. Click here to subscribe.

As Kyle Bass put it quite simply to me yesterday, “the question is can the Chinese do it again?” It, as in centrally plan (stimulate) their way out of another slowdown. They did it (big time) coming out of 2008 and 2016. But there are some significant cyclical and secular differences between those 2 periods and 2019.
Today, China is running a Current Account DEFICIT… With a CLOSED Capital Account …That needs to be funded with both US Dollars and US Dollar Denominated Debt

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