Building resiliency, in part by reducing the US economy’s dependence on China, is a recurring theme here at Global Macro Update. I see it as essential to strengthening our long-term economic and national security.
Read moreEarly in my career, I worked at a small brokerage doing mergers and acquisitions. Our buyer base included private equity groups. These were smart people, with deep industry knowledge that allowed them to add real value to the businesses they bought. They would grow the businesses over a period of five or so years, and then sell—capitalism at its best.
Read moreWe delve further into dollar weaponization in our interview, along with Saleha’s unique take on US populism.
Read moreCopper prices have pulled back since peaking in May at $5.12, but the long-term bull case for copper remains strong.
Read moreEconomist Bill White on the age of scarcity with higher interest rates, higher inflation, and the “guns and butter” problem.
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Dig deep with Ed D’Agostino as he interviews leading experts on the most urgent stories you need to know about. Learn how your portfolio could be impacted and what's ahead for the markets... Delivered weekly on Fridays.
