China's real estate market has not bottomed; recent data shows a dead-cat bounce followed by renewed weakness, indicating that the real estate crash will continue to weigh on domestic consumption

forecastpending

Speaker

Nick Glinsman

Evidence Quote

even a dead cat can bounce... the data is very poor on China very poor in China real estate

Source

A Ban On Money Into China Is Imminent, Says Nicholas GlinsmanForward Guidance
Created: 8/12/2026, 10:32:00 PM

My Notes

Loading notes...