Category Archive: 5) Global Macro

Is higher inflation cause for concern? | The Economist

Inflation rates have been rising all over the world, surprising many economists. While the rich world is paying higher prices for durable goods such as cars, in emerging markets soaring food prices are a greater worry. What is causing this unexpected bout of inflation, and will it last? 00:00 - What’s happening with inflation? 00:53 - What is inflation? 01:42 - Inflation rates are rising 02:47 - How much is too much inflation? 03:13 - Inflation in...

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Jeff Snider: The Global Currency System that Really Matters

Tom welcomes an extremely thought provoking guest Jeff Snider to the show. Jeff flips the lid on the global shadow money system and shows us all the mechanisms and leavers that lie in the shadows.

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How do carbon markets work? | The Economist

In theory putting a price on carbon emissions should incentivise businesses to stop polluting. So why have carbon markets failed to achieve their goal of reducing global emissions? Read more here: https://econ.st/3mi51Eo 00:00 - Has putting a price on emissions worked? 00:27 - Where do carbon markets come from? 01:42 - How does ‘cap and trade’ work? 03:22 - Why aren’t carbon markets reducing emissions? 04:15 - What are the loopholes? 05:24 - What...

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To see Germany’s future, look at its cars | The Economist

As the election approaches, Germany's carmakers will face the same challenges as its new leaders: a need to innovate, tackle climate change and reassess its trade relationship with China. How this world-renowned motor industry navigates the road ahead could tell a lot about Germany’s future. 00:00‌ ‌-‌ ‌Germany‌ ‌faces‌ ‌numerous‌ ‌challenges‌ ‌ 00:49‌ ‌-‌ ‌Can‌ ‌Germany’s‌ ‌cars‌ ‌reveal‌ ‌its‌ ‌future?‌ ‌(or‌ ‌whatever‌ ‌the‌ ‌title‌ ‌is)‌ ‌...

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Is America in decline? | The Economist

America is reeling from a failed war in Afghanistan, political polarisation and increasing social division. Could the superpower be in decline? 00:00 - America’s rising instability 00:45 - Is America in decline? 03:21 - America’s foreign policy failures 05:23 - Is this the end of American intervention? 07:02 - America’s domestic decline: what can be done? 09:09 - Will the infrastructure bill help? 10:40 - Is declinism inevitable? Did America...

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The U.S. Consumer Is Fine: Picet Wealth Management

Sep.16 -- Thomas Costerg, senior U.S. economist at Pictet Wealth Management, says he ignores U.S. consumer surveys. He says the U.S. consumer is fine and can withstand headwinds like the Delta variant and the end of QE. He's on "Bloomberg Surveillance."

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From 9/11 to covid-19: can New York recover? | The Economist

As New Yorkers commemorate the 20th anniversary of 9/11, they are also contemplating how to recover from covid-19. After 9/11, New York came back stronger—so what lessons can the city's leaders learn from that success to help the city bounce back today? 00:00 Can New York learn from 9/11? 00:33 Remembering 9/11 with Jon Fasman 02:45 Rebuilding after 9/11 06:48 Supporting small businesses during the pandemic 09:28 The age-old problem of racism...

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Covid-19: how tech will transform your kids’ education | The Economist

The pandemic not only disrupted education—it also thrust technology onto a sector which historically has been slow to adopt it. Will classrooms ever be the same again? 00:00 How the pandemic has affected education. 03:08 Why the education sector has been slow to adopt technology. 05:02 Technology helps children have a personalised learning experience. 07:50 How technology can help teachers 09:08 Could remote learning be here to stay? Read more...

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SMART BOURSE – L’invité de la mi-journée : Thomas Costerg (Pictet WM)

Lundi 30 août 2021, SMART BOURSE reçoit Thomas Costerg (Économiste sénior US, Pictet WM)

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Covid-19: Can vaccines keep up with variants? | The Economist

The race between covid-19 vaccines and variants is on. Alok Jha, The Economist’s science correspondent, and Natasha Loder, health policy editor, discuss what this means for the future Read more of our coverage on coronavirus: https://econ.st/3t1L6wx Listen to our daily podcast, Gamechangers, on mRNA technology: https://econ.st/38cSewe Listen to “The Jab” podcast from Economist Radio: https://econ.st/3yuETKF Watch our film about mandatory...

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Charles Hugh Smith on Secular Inflation

Http://financialrepressionauthority.com/2021/08/26/the-roundtable-insight-charles-hugh-smith-on-secular-inflation/

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Hydrogen: fuel of the future? | The Economist

It’s been hailed as fuel of the future. Hydrogen is clean, flexible and energy efficient. But in practice there are huge hurdles to overcome before widespread adoption can be achieved. 00:00 How hydrogen fuel is generated. 02:04 How hydrogen fuel could be used. 02:46 Why hydrogen fuel hasn't taken off in the past. 03:40 Is hydrogen fuel safe? 04:31 Hydrogen's advantage over batteries. 05:00 How sustainable is hydrogen fuel? 06:13 Why the hype...

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SMART BOURSE – L’invité de la mi-journée : Thomas Costerg (Pictet WM)

Lundi 23 août 2021, SMART BOURSE reçoit Thomas Costerg (Économiste sénior US, Pictet WM)

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Afghanistan: how the Taliban weakened America | The Economist

The Taliban’s swift return to power in Afghanistan has shocked the world and humiliated America. What effect will this have on the international standing of the US and on global security? Our experts answer your questions. Further content: Find more of our coverage on Asia: https://econ.st/3srkBjq Read more about the Taliban’s terrifying triumph in Afghanistan:https://econ.st/3stoa91 Joe Biden is shirking responsibility for Afghanistan:...

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Should covid-19 vaccines be mandatory?

Most governments recognise that vaccination is the fastest way out of the pandemic, but in many places hesitancy is hindering the roll-out. Should employers—or even governments—force people to have the vaccine? We answer your questions. Read more of our covid-19 coverage: https://econ.st/37AvUfF Listen to “The Jab” podcast from Economist Radio: https://econ.st/3CJKBv8 Listen to our podcast about vaccine incentives: https://econ.st/2XmrDL9 How...

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Should we be worried about technology? | The Economist

The covid-19 pandemic has reinforced humanity’s dependence on modern tech, but the same tools that enable remote working are also being used to spread disinformation and perpetuate cybercrime. Ambivalence towards technology is nothing new. Read more of our coverage of Science & technology: https://econ.st/3CdkVa5 See our Technology Quarterlies: https://econ.st/3jldAN6 Why is pessimism about the impact of technology nothing new?...

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What is net zero? | The Economist

More than 50 countries around the world have pledged to become net zero. But what does net zero actually mean—and is it achievable? Find The Economist’s most recent coverage on climate change: https://econ.st/3zCt2uW Sign up to The Economist’s daily newsletter to keep up to date with our latest stories: https://econ.st/3gJBH8D Why do climate pledges fall short?: https://econ.st/3eVCYaI What are nationally determined contributions to curb...

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SMART BOURSE – L’invité de la mi-journée : Thomas Costerg (Pictet WM)

Jeudi 22 juillet 2021, SMART BOURSE reçoit Thomas Costerg (Économiste sénior US, Pictet WM)

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Henry Kissinger: how Biden should handle China | The Economist

Henry Kissinger is a titan of US politics and one of the best-known veterans of foreign policy. He spoke to “The Economist Asks” podcast in April 2021 about current threats to the world order—and, in particular, rising tensions between America and China. Read more here: https://econ.st/3iq1OAM Chapters 00:00 - Henry Kissinger: introduction 01:14 - Have US–China tensions risen? 02:28 - Can China and the US agree? 03:11 - What steps can Biden take?...

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Far right online: the rise of “extreme” gamers | The Economist

In America, the intelligence services deem far-right extremism a greater domestic threat than Islamist terrorism. The pandemic has exacerbated the spread of white supremacism and neo-Nazism. Sign up to The Economist’s daily newsletter to keep up to date with our latest stories: https://econ.st/3gJBH8D Find The Economist’s most recent coverage of what’s happening in the United States: https://econ.st/3thOHVJ Read more about far-right extremism:...

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