Bazooka Xi?

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

2024-11-16

Trade War Incoming!

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

2024-11-15

Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563N/MEC

Shehzad Qazi, the managing director at China Beige Book, pegs the probability of a US-China trade war in 2025 at 100%. He expects Trump to sign tariff legislation on day one of his second term.

In our interview, Shehzad discusses what this means for US-China relations, along with China’s staggering trade surpluses, and how Europe and emerging markets fit into the looming trade war.

We also cover the truth about China’s real estate crisis and the Taiwan problem. Shehzad says Taiwan might be less interested in defending itself against China than many here in the US would like.

What does slower growth in China mean for the global economy? Is India the next China? Can China become a consumer-driven

2024-11-08

Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563M/YTB

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: