Global Macro Update Archive
- 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- 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- August 9, 2024
Sept. 11, Russian Oligarchs & the Death of the Middle Class
We delve further into dollar weaponization in our interview, along with Saleha’s unique take on US populism.
Read more- August 6, 2024
Don’t Count Out Copper Yet
Copper prices have pulled back since peaking in May at $5.12, but the long-term bull case for copper remains strong.
Read more- 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- July 30, 2024
17 Requirements for National Security
This week we continue our conversation about strengthening US and Western resiliency.
Read more- July 26, 2024
The End of Trust: Former CIA Analyst Martin Gurri on the Information “Tsunami”
Something phenomenal happened in 2001. Humanity generated more information in a single year than it had in all of human history, combined, up to that point.
Read more- July 23, 2024
Why Are We Still Relying on Russia?
The appetite for nuclear energy is growing fast. Here in the US, most adults now favor expanding our nuclear power capabilities because it’s a great alternative to fossil fuels. Unlike wind or solar, nuclear provides energy around the clock. So, why haven’t we built more nuclear power plants?
Read more- July 19, 2024
CrowdStrike Founder on Taiwan and “Cold War II”
Several respected geopolitical analysts say the US is already in a Cold War with China.
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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.