China's EV sales hit 40%, leaving the US far behind at just 10%—what does this mean for global markets?
As heard by us
A steady macro discussion that keeps inflation and yields in plain view.
It opens with a clean contrast between China's fast EV adoption and the slower US pace, then widens into the messier inflation question, where deficits, policy, and money supply all sit on the table.
Why you'd press play
You want a China EV stat turned into a bond-market read on inflation.
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