That's certainly possible if for no other reason than grinding global supply chains to a halt. If Chinese are being forced to self-quarantine or avoid work, factories will not be producing goods. That could cause considerable consumer inflation, too.
It is likely to break the back of China’s debt crisis.
Markets don’t appear to think so. There’s a lot of money to be had for you if you think so.
>Markets don’t appear to think so
It's hard to say whether that's really the case because of interventionist policies by the PBOC.
And the Fed...
Fingers crossed. These trades are the most exciting.