| 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 |
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Xi’s Ouroboros
2024-11-18
Money + Housing = Families + Schools / Good Governance = Foreign Investment
Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0
Immigration To China?
2024-11-17
Have you ever heard of Immigration to China? Neither has Ed. But they will need immigrants to drive consumption for their economy.
Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0
Xi Doesn’t Care about the Stock Market
2024-11-17
He’s got bigger 🐟 to fry!
Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0
Bazooka Xi?
2024-11-16
No Crisis / No Stimulus
Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0
Here’s How We Weaponized the US Dollar | Saleha Mohsin
2024-08-09
After Russia invaded Ukraine, the US and its allies froze over $58 billion in assets from Russian oligarchs and blocked major Russian banks from using the international payment system, known as SWIFT. Did the US cross a line in terms of weaponizing the dollar and denying access to the global financial system—opening the door to other nations losing confidence in the US dollar?
Saleha Mohsin, a senior Washington correspondent for Bloomberg News and my guest today on Global Macro Update, pegs the watershed moment for dollar weaponization back decades earlier, to the aftermath of the Sept. 11 attacks. She covers this in detail in her book, Paper Soldiers, which has been one of my favorite geopolitical reads of the year.
We delve further into dollar weaponization in our interview, along
Why Interest Rates and Inflation Are Here to Stay | William White
2024-08-02
As the US and its Western allies realign supply chains to strengthen economic resiliency, the cost of certain goods and commodities will go up. I call this “resiliency-driven inflation.”
I received a note from renowned economist Bill White about this, which prompted our interview. Bill is a former chairman of the Economic and Development Review Committee at the OECD. He has served at the Bank of Canada and Bank of England, and he is a long-time favorite speaker at the Mauldin Economics Strategic Investment Conference.
Bill and I share concerns about an extended era of both higher inflation and higher interest rates. He sees us moving from an age of plenty, which he pegs as roughly 1990 to 2020, to an age of scarcity. In our interview, he discusses the five key macroeconomic factors
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