US vs China: A Financial Game of Fiat Chicken

This podcast episode analyzes the "game of chicken" occurring between the US and China. The episode will delve into how this impacts global risk asset prices and the fluctuating value of the US dollar and the Chinese Yuan.

●

The strong US dollar has caused other currencies, like the Chinese Yuan, to depreciate.

●

China desires to stimulate its economy but fears further devaluation of the Yuan.

●

The US leverages its strong dollar position for geopolitical gains, potentially concerning Taiwan, Russia, or the Panama Canal1.

Join us as we explore this complex economic and geopolitical landscape. We'll discuss the potential ramifications of the US dollar's strength, including its impact on the domestic US economy and the global financial markets