Rabobank's Every on China's Crackdown

The video discusses China's political economy, highlighting the shift in politics and its impact on markets. It examines market reactions to China's policies and the potential risks involved. The discussion extends to global economic trends, comparing China's approach to the West's 'build back better' initiatives. The video also explores US-China economic relations, focusing on the SEC's actions against Chinese IPOs and the potential for economic decoupling. Finally, it addresses the economic challenges posed by COVID-19, including the risk of stagflation due to lockdowns and fiscal stimulus.

Discuss the relationship between inequality and economic growth as mentioned in the text.

What are the expected outcomes of the Politburo meeting in terms of fiscal and monetary policy?

How might the Delta variant impact economic growth and business confidence according to the discussion?