The transformation of China as marginal buyer of last resort to exporter of deflation worldwide

I know the title of this post has a somewhat alarmist feel to it. However, I think it is the title that best describes the biggest macro theme now unfolding in the global economy. I have been in Grand Canyon country in the southwest of the US for the past week and have had the opportunity to pretty much unplug. Doing so has given me perspective in terms of what I am seeing on the macro side. And China’s role in the world is the most important theme that has emerged for me. A few notes on this below

I know the title of this post has a somewhat alarmist feel to it. However, I think it is the title that best describes the biggest macro theme now unfolding in the global economy. I have been in Grand Canyon country in the southwest of the US for the past week and have had the opportunity to pretty much unplug. Doing so has given me perspective in terms of what I am seeing on the macro side. And China’s role in the world is the most important theme that has emerged for me. A few notes on this below
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