China Is Exporting Unemployment | Michael Pet...

The 10-year just closed at 5.22%, but the pain trade may be even higher. This week, 40-year rates trading veteran DCP joins us as we examine the bond selloff and what it would take to actually break something and flip the pain trade in bonds. We explore SOFR hike pricing, AI cape ...  Afficher plus

What happens when the Fed hikes into fading stimulus, slowing growth, and persistent inflation? This week, we're joined by Vincent Deluard of StoneX Group to explore America’s emerging stagflation trap, AI’s economic support, and Europe’s potential Japan-style currency reset. We ...  Afficher plus

US President Donald Trump has railed against his country’s trade deficit with China. But as Chinese surpluses continue to flow into other countries, it’s worth asking how China got to where it is today, and whether Chinese growth can lift all boats. In this week’s episode, Martin ...  Afficher plus

Dan Nathan and Peter Boockvar host Louis-Vincent Gave, founder and CEO of Gavekal, to discuss the evolving dynamics of China trade. The conversation explores China's response to U.S. restrictions on technology, particularly semiconductors, and the broader implications of the grow ...  Afficher plus

Patrick Bet-David explains how Nixon’s 1972 visit to China and China’s 2001 entry into the WTO triggered the loss of millions of U.S. manufacturing jobs. From cheap labor costs driving outsourcing to the devastation of states like Michigan, Ohio, and Pennsylvania, this video e ...

Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick break down the shocking pause in U.S.-China tariffs that could shift global markets, surprising developments in a potential peace deal between Russia and Ukraine, and the viral video allegedly showing French Presi ...  Afficher plus