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PEK - A Tale Of Two Economies: Our Outlook For U.S. & China
VanEck Vectors ChinaAMC CSI 300 ETF
The U.S. and China could end up in two very different economic environments as we progress throughout 2019.
We remain data dependent and will react accordingly – but early signs suggest that the U.S. will remain in stagflationary Quad 3 (growth slowing, inflation rising) for the rest of the year, while China heads into Quad 2 or even Quad 1 (both environments typified by Chinese Growth accelerating).
Hedgeye CEO Keith McCullough explains in the clip above that while it’s always challenging forecasting where we’re going, any forecast must start with where we’ve come from.