Davies: Chinese Credit Has Become a Global Concern

The video discusses the risks facing banks in 2017, focusing on monetary policy and the yield curve. It highlights concerns about Chinese credit growth and the economic trilemma involving the renminbi, outflows, and reserves. The discussion shifts to the impact of Trump's reflation policies on the bond market and interest rates, emphasizing the importance of fiscal policy. Finally, it addresses how corporate leaders should strategically plan in light of economic forecasts and potential policy changes.

What is the speaker's view on the potential for a fiscal boost under the President elect's policies?

How do corporate leaders plan strategically in light of the Trump reflation?