What the WSJ Gets Wrong About China, with Louis Gave

The Real Story of the Summer [Read this article on our website.]( [Global Macro Update]  Aug 31, 2023 What the WSJ Gets Wrong About China, with Louis Gave He’s back… my friend Louis Gave, CEO of Gavekal Research, Asian markets expert and a longtime favorite at the Strategic Investment Conference. The last time Louis and I spoke on Global Macro Update, viewers left a slew of positive comments such as “I hope we will see much more of Louis Gave” and “Louis is a wealth of information, much of which I’d never encountered from another source.” I couldn’t agree more, which is why I’m so glad to welcome him back. Today, in the latest edition of Global Macro Update, Louis gives a contrarian view on China’s so-called economic crisis, with data to back up his argument. He also shares his top investment themes and “the real story of the summer.” In our interview, you’ll also hear: - How the Fed prioritizes its unspoken third mandate above all else - What the United States’ $30+ trillion debt train means for the US dollar - Louis’ take on the reshoring trend—and the one area of manufacturing where the US has a true advantage. You can listen to my conversation with Louis Gave on YouTube by clicking the image below. A full transcript of our conversation is available [here](. Thanks for joining me this week at [Global Macro Update](. Please consider subscribing to our YouTube channel. It helps us attract new viewers. You can send me your comments on X (formerly Twitter) [@EdDAgostino](. Best regards, Ed D’Agostino Publisher & COO Don't let friends miss this timely insight— share it with your network now. Share Your Thoughts on This Article [Post a Comment]( [Read important disclosures here.]( YOUR USE OF THESE MATERIALS IS SUBJECT TO THE TERMS OF THESE DISCLOSURES.  This email was sent as part of your subscription to Global Macro Update. [To update your email preferences click here.]( Mauldin Economics | [1417 Sadler Road, PMB 415 | Fernandina Beach, FL 32034](#) Copyright © 2023 Mauldin Economics. All Rights Reserved.