China Starts the Stimulus Party

China's stimulus policies, the macro outlook and a new investment idea...

This week the Chinese government announced new monetary and fiscal policies to stimulate their economy. It’s not a coincidence that this happened immediately after the Fed cut rates for the first time in several years. It’s important to understand what they did, what it means for the macroeconomic environment, and how it will impact markets. Plus, a new investment idea. Let’s dive in…