Credit growth in China at 8.2% year-over-year is the lowest in 25 years, compared to 15% compounded growth from early 2000s until the pandemic; at 8% growth, the system cannot sustain itself because new credit must fund new construction or GDP falls.
factualpending
Speaker
Brian McCarthyEvidence Quote
“credit growth in China at last print was 8.2% year onye that's the lowest in 25 years... credit growth you know compounded at something like 15% from the early 2000s until the the pandemic... 8% credit growth is like not nearly enough for this system to sustain itself”
Created: 8/10/2026, 11:05:04 PM
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