BOS's Lee: China Wants Recovery to Be More Organic, less Driven By Liquidity

The video discusses the Evergrande bond crisis and its limited contagion risk, China's economic outlook amidst the delta variant, and the government's confidence in its trajectory. It also covers market trends, inflation expectations, and the tech sector's role in value creation. The Fed's policy on inflation and its impact on markets is analyzed, with a focus on the potential for inflation to be transitory.

What are the potential risks associated with the current economic situation in China?

How does the Chinese Government's approach to economic stability impact investor confidence?

What are the implications of Evergrande's financial situation on the broader market?

In what ways might the slowdown in China affect emerging markets?

What factors contribute to the perception of inflation being transitory?

How might the launch of new Apple products influence the tech sector and other assets?

What are the expected outcomes of the Fed's tapering strategy on inflation expectations?