Global Macro Update Archive

Is China More Capitalistic Than the US?
  • August 30, 2024

Is China More Capitalistic Than the US?

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 more
Debt on Top of Debt: The $8 Trillion PE Bubble
  • August 23, 2024

Debt on Top of Debt: The $8 Trillion PE Bubble

Early 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 more
Is the Age of Plenty Over?
  • August 2, 2024

Is the Age of Plenty Over?

Economist Bill White on the age of scarcity with higher interest rates, higher inflation, and the “guns and butter” problem.

Read more
Global Macro Update

Archive

×
Global Macro Update

Wait! Don't leave without...

Global Macro Update

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.

I'm not interested

By opting in you are also consenting to receive Mauldin Economics' marketing emails. You can opt-out from these at any time. Privacy Policy