- September 8, 2023
“Undeniably the most important question right now”
When I spoke to Louis Gave for Global Macro Update last week, he called this “undeniably the most important question right now.”
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- August 31, 2023
What the WSJ Gets Wrong About China, with Louis Gave
He’s back… my friend Louis Gave, CEO of Gavekal Research, Asian markets expert and a longtime favorite at the Strategic Investment Conference.
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- August 25, 2023
Are Uranium Bulls Too Early to the Party?
Today, in my latest interview for Global Macro Update, I sit down with Jan to discuss nuclear energy’s “green” makeover, the private support Bill Gates is pouring into nuclear development, and whether uranium bulls are too early to the party.
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- August 18, 2023
The Space Wars Are Here
Dr. Pippa Malmgren brings intrigue and insight to every conversation. That’s why I’m thrilled to welcome her to Global Macro Update this week.
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- August 11, 2023
China’s Deadliest Export: Fentanyl
This week we learned that US trade with China is way down. But there’s one disturbing exception: fentanyl.
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- August 4, 2023
The Zombies Are Coming
Zombie companies need cheap money to survive. Cheap money is a thing of the past, and casualties are piling up. Yellow trucking is the latest victim.
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- July 28, 2023
Who Benefits at the End of a Rate Hiking Cycle?
When inflation spiked last year, companies responded by raising their prices. As price pressures started to ease, companies opted to prioritize pricing over volume. It was a fairly broad-based trend.
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- July 21, 2023
How to Profit Like Pelosi—Get Elected
Trust in elected officials has been in steady decline for decades. One reason is Americans feel the game is rigged against them. It’s hard to decide if members of Congress and other elected officials are self-serving or civil servants.
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- July 14, 2023
ESG: Trillions Squandered and Zero Progress
The envisioned benefits of ESG investing—owning companies that follow responsible environmental, social, and governance policies—have failed to materialize.
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- June 30, 2023
Qué Pasa, Markets?
If you listen to the financial media, you’d think seven stocks are responsible for “the market’s” gain this year. But the charts are telling us otherwise.
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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.