Discussion with Mark Nicholson, Barry Wood and Peter Lewis about: 1. are Tariffs the only answer to China surpluses and everyone else's deficits. 2.What are China's booming exports telling us about future export demand. 3. Is shins really refocusing stimulus on creating consum... Read More
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13 Jan 25
The Mini-Podcast on Macro
#Asia#Trade#Sanctions#China#Trump#Central Banks#Geopolitics#Russia#ECB#Shadow Fleet#FOMC#Baltic Sea#Oil Prices#Grayzone Warfare#Russian Energy#Russian Energy Exports.
David Roche- Quantum Strategy- The Mini Podcast on Macro Matters: US jobs blow out- what it tells us about the Fed going forward. China exports - tell us shipping ahead of Tariffs will create a growth vacuum later. US sanctions on Russian energy - why and how th... Read More
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