JPMorgan's Mowat: See China Credit Growth Around 14%

The video discusses the strong mortgage growth in China and the associated risks of poor-quality loans. It explains the PBOC's neutral policy stance and its implications for credit growth and interest rates. The analysis extends to the US dollar's weakening trend, influenced by global currency dynamics and trade disputes. The video also covers the BOJ's potential policy adjustments in response to rising inflation expectations in Japan, highlighting the challenges of achieving wage growth.

What is the significance of trade disputes on the value of the dollar?

What are the expectations regarding inflation and wage gains in the current economic climate?