Michael Drury on China's Trillion Dollar Secr...

In this episode, we explore the fog of war in markets, where geopolitics and volatility scramble investors’ assumptions. Quinn and Felix break down the macro landscape, analyzing war narratives, energy shocks, and shifting expectations for growth, jobs, and Fed policy. We debate ...  Show more

Chief Macro Strategist at Clocktower Group, Eric Wallerstein, explores how shifting geopolitics, Trump-era monetary policy, and structural economic forces are reshaping global macro. We cover tariffs, the dollar, Iran-driven market shocks, Fed balance sheet strategy, and the futu ...  Show more

China's economy has been having a tough time. The latest growth figures show the slowest pace of expansion in more than a year. Consumer spending is weak and the property slump is ongoing. The official target of growing the economy by 5% a year is still within reach - thanks to a ...  Show more

The world’s second-largest economy is slowing down. But are concerns overblown? What’s at risk for the global economy? How should policymakers react? The Wall Street Journal’s chief China correspondent, Lingling Wei; economist Adam Posen; and FP’s James Palmer join Ravi Agrawal t ...  Show more

US politicians and media outlets complain about China's growing global influence, but offer no alternatives to help countries develop. China has the world's largest economy, produces inexpensive manufactured goods everyone wants, invests trillions in infrastructure, and doesn't i ...  Show more

After a stronger-than-expected start to the year, China’s economy is showing signs of weakening as the world’s second-largest economy struggles with a real estate downturn, slowing consumer spending, and geopolitical tensions. Goldman Sachs Research’s Hui Shan, chief China econom ...  Show more