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Tag: Global Outlook
19 Nov 24

Mini Podcast on Macro

The Mini Podcast on Macro - that may matter to markets China - false dawn in retail & housing?. What Xi said to Biden to say to Trump: China's 4 Red Lines (actually 3) with one a tautological obsession which tells us what Xi is prioritising. What the official anonymous China... Read More

05 Nov 24

Money Talk US Election, China Stimulus and the US Fed

Money talk with Peter Lewis, Mark Nicholson and Barry Wood on the US Election, China NPC Standing Committee & the US Fed Read More

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