Will China choose consumers or soldiers?

Friday 25 October 2024

TSLombard with the note.

Here we go again. The US election has a binary outcome for China macro and markets.

While both candidates and parties have broadly similar structural positions on Washington-Beijing relations, policies differ widely in cyclical terms.

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.