Category Archive: 5) Global Macro

Will China be the real winner from the Iran war? | The Economist

What does Xi Jinping make of Donald Trump’s war in Iran? The Economist’s deputy editor Edward Carr, geopolitics editor David Rennie and foreign editor Adam Roberts have spent a week in China. They draw on their insights to discuss with editor-in-chief Zanny Minton Beddoes about what the third Gulf war means for China, Taiwan and the global balance of power. #Iran #US #China #Trump #UnitedStates 00:00 - How does China see the war in Iran? 02:34 -...

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Artemis II: Our expert analyses the launch

The Economist’s planetary affairs expert analyses the launch of Artemis II. Oliver Morton, The Economist’s senior editor and author of “The Moon: A History for the Future” and Rosie Blau, co-host of The Intelligence podcast, discuss why humans are heading back to the Moon, the new space race and how future Moon bases could reshape science, industry and exploration of space. 01:11 – What is Artemis II? 03:26 – What comes next after Artemis II?...

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Is the private-credit meltdown the next financial crisis? | The Economist

There’s been a rush of headlines about a meltdown in private credit, sparking fears of a 2008-esque crisis. But what’s actually happening? Our top economics editors explain what private credit is, what’s causing the concern and whether it can be compared to the Lehman Brothers collapse. #economics #finance #privatecredit #markets Watch the full show: https://econ.st/4136B1L Sign up to the Insider newsletter: https://econ.st/4nOyzIb...

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Did “Liberation Day” bring manufacturing back to America? | The Economist

Donald Trump wanted “Liberation Day” to rescue American manufacturing. A year on, has he succeeded? His administration’s patchwork of inconsistent policies has made planning for the future impossible for businesses. #liberationday #donaldtrump #america #tariffs Read more: https://econ.st/4c2Au7o Subscribe to The Economist: https://econ.st/3Mia0pz Download The Economist app: https://econ.st/4qdVVaA Follow us on X: https://x.com/TheEconomist...

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Is a private-credit meltdown the next financial crisis? | The Economist

After the global financial crisis of 2007-09, non-bank lenders nabbed some of banking’s riskier activities, offering companies flexible financing and dazzling investors with the promise of double-digit returns. Private-credit lending to firms increased to $1.5trn. Now, though, there’s concern about private credit. The Economist’s top economics journalists explain what private credit actually is, what’s causing concern and analyse the systemic...

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Which country is suffering the most from the oil crisis?

The number of people facing acute hunger could reach record levels in 2026, if the conflict in Iran does not end soon. The Economist has analysed some of the emerging markets most at risk, examining their reliance on imported energy and the fragility of their economies. Read the article in our app for the full list.

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Alienating Latinos could cost Trump the midterms | The Economist

Latino voters helped Donald Trump win the election in 2024, but now they are turning away from him. Could alienating Latinos cost Republicans the midterms in November? Read more: https://econ.st/40YmXZs Subscribe to The Economist: https://econ.st/3Mia0pz Download The Economist app: https://econ.st/4qdVVaA Follow us on X: https://x.com/TheEconomist Follow us on Instagram: https://www.instagram.com/theeconomist Follow us on Facebook:...

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Peptides are not a miracle drug | The Economist

Do peptides really work? The Economist’s health editor, Natasha Loder, senior science writer, Tim Cross and co-host of The Intelligence podcast, Jason Palmer, discuss the booming peptide market, the risks of unregulated experimentation, and how internet hype is outpacing scientific evidence. 00:00 - Are peptides really the shortcut to bigger muscles, better skin, and faster recovery? 00:10 - How easy is it to buy peptides online? 00:42 - What...

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Big Oil’s Iran windfall won’t last | The Economist

Is time running out for Big Oil? Vijay Vaitheeswaran, The Economist's global energy & climate innovation editor and co-hosts of the Money Talks podcast, Alice Fulwood and Ethan Wu, discuss tensions around Iran, windfall profits for oil and LNG firms, and how supply disruptions could trigger food shortages, industrial shocks, and accelerate shift towards clean energy. 00:04 - What is the mood at CERAWeek among global energy leaders? 01:47 - How...

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How is AI helping Donald Trump’s mass deportations? | The Economist

Immigration agents have detained hundreds of thousands and killed at least three American citizens. Thanks to artificial intelligence, agents can now access an unprecedented amount of information about people in America. #trump #ice #ai Subscribe to The Economist: https://econ.st/3Mia0pz Download The Economist app: https://econ.st/4qdVVaA Follow us on X: https://x.com/TheEconomist Follow us on Instagram:...

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Christine Lagarde: “Europe-bashing is “vastly excessive” | The Economist

Christine Lagarde, president of the European Central Bank, says Europe-bashing is “vastly excessive”. She spoke to Zanny Minton Beddoes, The Economist’s editor-in-chief, about how Europe compares to America and the continent’s recent wake-up calls for genuine change. #Europe #EU #ECB #America #Politics #US 00:00 - Why Europe-bashing is unfair 00:37 - Europe versus the US 02:22 - The Draghi report and Trump's wake-up call 03:44 - How the Trump...

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Christine Lagarde on how President Trump has betrayed his mantra | The Economist

The president of the European Central Bank, Christine Lagarde, says Donald Trump's recent foreign policy is a "betrayal" of his own mantra. She speaks to The Economist's editor-in-chief, Zanny Minton Beddoes, about America's retreat from global leadership and whether the world's middle powers are ready to step up and fill the void. #trump #usa #europe #iran #politics Watch the full show: https://econ.st/4mc6Scx Sign up to the Insider...

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Is insider trading always bad? | The Economist

Prediction market platforms have been accused of being plagued by insider trading. But is this always a bad thing? Our data editor, Dan Rosenheck, argues that some forms of informed trading could be beneficial for everyone, even those who never place a bet. #prediction #polymarket #kalshi #finance Read more: https://econ.st/4s6HPcC Subscribe to The Economist: https://econ.st/3Mia0pz Download The Economist app: https://econ.st/4qdVVaA Follow us...

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Lagarde: markets may be “overly optimistic” about the oil shock | The Economist

Markets may be “overly optimistic” about the impact of the Iran conflict, says Christine Lagarde, the president of the European Central Bank. She tells The Economist’s editor-in-chief, Zanny Minton Beddoes, that a return to normality could take years. Watch the full interview on The Insider from 6pm London time: https://econ.st/4mc6Scx Sign up to the Insider newsletter: https://econ.st/4nOyzIb Subscribe to The Economist:...

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Former MI6 chief: UK “infantilised” by US security guarantee | The Economist

The Iran war has dealt another blow to the transatlantic alliance. But Sir Alex Younger, the former chief of MI6, sees a unique opportunity. He tells The Economist’s defence editor, Shashank Joshi, that the UK has been “infantilised” by the US security guarantee and that it must use this moment to reassess its relationship with hard power. #uk #usa #politics #iran Watch the full show: https://econ.st/4bL5dpl Sign up to the Insider newsletter:...

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Former head of MI6: Iran has the “upper hand” in the war | The Economist

Sir Alex Younger spent 30 years at MI6, Britain’s foreign intelligence service, with six of those as its boss. He joins the Economist’s defence editor, Shashank Joshi, to analyse the current state of the conflict, the health of Iran's regime and what could happen next. #iran #usa #geopolitics #politics #trump 00:00 - Why Iran has the “upper hand” in the conflict 01:09 - How strong is the Iranian regime? 04:59 - Who’s in the IRGC and what do...

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Former MI6 chief: Iran has the “upper hand” in the war

Alex Younger says Iran has the “upper hand” in the war. In an interview with Shashank Joshi, the Economist’s defence editor, the former head of MI6 says that America underestimated the regime, which has employed all manner of tactics to fight for its survival. #iran #usa #geopolitics #politics #trump Watch the full show: https://econ.st/4bL5dpl Sign up to the Insider newsletter: https://econ.st/4nOyzIb Subscribe to The Economist:...

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The Iran war will cause inflation to surge | The Economist

How will the Iran war affect inflation? The Economist’s Capital markets correspondent Josh Roberts and Co-host of The Intelligence podcast discuss how rising oil prices feed into broader inflation, the role of expectations and wage-price spirals, and the difficult choices facing central banks. 00:00 - How will the war in Iran affect the cost of living? 01:42 - What role do inflation expectations play in driving price increases? 03:03 - How do...

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Is the Iran war weakening America’s armed forces?

America's war in Iran is weakening the United States' stockpile of munitions and air defences. Even if its armed forces gain valuable combat experience, the toll on its military readiness could reverberate for years. Tap the link to read how costly the war has been so far.

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Has Donald Trump changed America’s alliances forever? | The Economist

Former CIA analyst who served in Iraq and now a Democratic senator from Michigan, Elissa Slotkin says there’s no going back to the Obama or Biden era after Trump. She joins David Rennie, The Economist’s geopolitics editor, to discuss what’s next for American foreign policy and how the Democrats could win back the presidency in 2028. #Trump #ForeignPolicy #Democrats #USA 00:00 - Has Trump changed America’s alliances forever? 01:09 - How the...

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