1. China's economy is slowing, with growth at its weakest pace since Q1 2023 due to property sector issues, weak consumer demand, deflationary risks, and slowing export growth. 2. The government's growth target of 'around 5%' may not be met unless more stimulus is implemented. 3. China's central bank has announced 800 billion yuan of stock market liquidity measures and is considering interest rate cuts to boost consumer spending.

1. A prominent billionaire warns of the possibility of the worst-case scenario for the U.S. economy; 2. Discusses why stagflation remains a plausible scenario for the U.S. economy; 3. Suggests top picks for navigating a stagflationary environment.

1. Global Ship Lease has seen a rise of ~8% since January, driven by geopolitical tensions and the Red Sea crisis, but faces risks from an aging fleet and potential global recession. 2. Container shipping rates remain high due to the Red Sea crisis, benefiting GSL's cash flow despite its fleet's average age of 17.2 years. 3. GSL's valuation has improved with a better EPS outlook, but economic slowdown concerns could impair the stock price and future earnings.