So Much of the World Economy Has Been Going in Reverse

So Much of the World Economy Has Been Going i...

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Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks

It is hard to have a markets conversation that isn't out of date within a minute or two. But we think this one, with Ozan Tarman and Aditya Singhal of Deutsche Bank, is basically evergreen. This conversation, recorded at our live show at Wilton's Music Hall in London, is all abou ...  Show more

Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense

Whether it's the price of a barrel of Brent crude or a pound of beef, it's clear prices are skyrocketing for all kinds of goods and commodities. Price shocks and shortages are, if anything, the way consumers understand the economy right now — at the grocery store or at the gas pu ...  Show more

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Seth Carpenter: China’s Impact on Global Growth
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As the economic growth spread between Asia and the rest of the world widens, China’s reopening is unlikely to spur growth that spills over globally.


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Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's ...

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A Threat to China’s Economy
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Every once in a while a company grows so big and messy that governments fear what would happen to the broader economy if it were to fail. In China, Evergrande, a sprawling real estate developer, is that company.

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