I think 25 is gonna be a good year! (NOT?)

2024-12-28

Felix Zulauf tells Ed D’Agostino that Merkel was WRONG.

Listen in on the conversation here:

2024-12-24

US-Canada relations are strained. Many in the US believe Canada isn’t doing enough to choke off illegal immigration or to protect our shared security interests in the Arctic.

As Pippa Malmgren once said here on Global Macro Update, we are in a “hot war in cold places.” One of those places is the Arctic, which is rich in oil and mineral resources, including rare earths. It also offers critical alternative shipping routes, which China would like to dominate.

Canada lacks the military capacity to protect all this from Russian and Chinese interests.

Internally, Canada’s government is under pressure. Members of Prime Minister Trudeau’s own party are telling him to step down. Canada’s national debt has roughly doubled since he became PM in 2015. And the nation is suffering from many of

2024-11-28

@TheJaredDillianShow WOULD travel back in time and settle the score! Check out the full interview here: -Vf5GI

2024-11-25

@dailydirtnap
shares the "Awesome Portfolio" with
@EdDAgostino
and why it is one of the best ways to play the market.

Check out the full interview here: -Vf5GI

2024-11-20

Too much political risk for investors to feel safe about #China?

Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0

2024-11-19

Will 2025 be the year the PRC goes for Taiwan?

Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0

2024-11-08

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We’re speaking with Peter Boockvar LIVE at 3 pm ET on Friday, November 8. Peter is the chief investment officer at Bleakley Financial Group and editor of The Boock Report, where he shares daily macro analysis. He’s also a CNBC contributor and a popular speaker at the Mauldin Economics Strategic Investment Conference.

Today he’ll answer your questions on tariffs, inflation, his outlook for the markets under the new administration, and more.

Please drop a question in the comments section below during the interview.

Learn more about Peter Boockvar here: https://www.bleakley.com/peter-boockvar-joins-bleakley-financial-as-chief-investment-officer

Follow Peter Boockvar on X (Twitter) here:

2024-08-30

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Decoupling the US economy from China’s is essential to strengthening our long-term economic resiliency and national security. Meanwhile, China is doing the same thing—decoupling its economy from ours. Yet China’s export business is booming.

Gavekal CEO and renowned China expert Louis Gave says that China now exports more to other emerging markets than it does to the US and western Europe. Here’s Louis:

“China’s trade is absolutely booming. The investments that China made 10 years ago in things like the One Belt One Road, the Silk Road Fund, the Asian Infrastructure Investment Bank, all the things that we laughed at and said, ‘Oh, you want to have trade with Kazakhstan? Who cares? Sure, have it. It’s