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On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome best selling author and investment manager at Quadriga Asset Management Diego Parrilla to the show for a discussion on China.
Diego makes the point that China’s growth over the past 20 years is no longer sustainable as they battle high debt levels, demographic collapse & now social upheaval as citizens boycott mortgage payments. Diego goes on to discuss recent FX moves in USD, CNY & HKD before centering his actionable trade idea around a single currency pair, but to hear that, you’ll have to tune in!
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DAS:
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Follow Diego: https://twitter.com/ParrillaDiego
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Referenced In The Show:
China’s Mortgage Boycotts Are a Problem for Xi: https://www.bloomberg.com/news/newsletters/2022-07-20/china-s-mortgage-boycotts-are-a-problem-for-xi?sref=1STrqapn
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Timestamps:
00:00 Introduction
01:03 The ECB Meeting
08:02 DAS New York Conference
11:32 Feature Interview With Diego Parrilla
13:35 The Chinese Economy
16:33 China’s Mortgage Boycotts
22:53 Currency Wars
26:02 Chinese Demographics
31:01 Is The Hong Kong Dollar Peg At Risk?
34:40 Diego’s Actionable Trade Idea
49:50. Post Interview: Final Thoughts
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Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
The post Diego Parrilla: China Is Running Out Of Options appeared first on HumanitasConnects.
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