Continuing the discussion with Patrick Perret-Green of PPG Macro. This second part focuses on China’s role globally and what it will look like in 2022, especially considering the real estate industry? With the US economy, why is Patrick so skeptical about it recovering and what does the stimulus have to do with that? And what about taper tantrum? Why does he believe it already happened?
Patrick Perret-Green of PPG Macro joins us for a QuickHit episode to reflect what 2022 brings. Patrick got not only the Covid call, but a lot of inflation calls right through the pandemic. As we wrap up 2021, what does he think about right now and how does that set the stage for his view on 2022?
In this second part, Mike Green explains what will happen to Europe if China invades Taiwan. Will the region be a mere audience? Will it be affected or not, and if so, how? How about the Euro — will it rise or fall with the invasion? Also, what will happen to China’s labor in that case, and will Chinese companies continue to go public in the West?
In this QuickHit episode, we’re joined by Mike Green to talk about what will happen if China invades Taiwan? We’re not saying that China is going to invade Taiwan, but what if it is to happen? What will be the impact to markets?
We have a first-time QuickHit guest for this episode, Daniel Lacalle, a well-respected economist, author and commentator. Daniel shares his expertise on the eurozone and European Union. What is happening there in terms of Covid recovery? How does the region compare to other economies like Japan, China, or the USA? Will the ECB follow what the BOJ did? Will there be talks of deflation or inflation in Europe? How about the quantitative easing especially with a possibility of a more conservative ECB chair? Also, will Europe suffer the same power crisis as China and will Europeans be able to absorb inflation?
In this QuickHit episode, our guest Julian Brigden answers “What signals are markets missing right now?” How important is the equity market right now in
In this second part, emerging markets expert Michael Nicoletos discussed Turkey and Russia. What are the major issues that Turkey is facing, specially around its
The emerging markets expert Michael Nicoletos shares his insights into the Chinese economy and why it’s in a very big trouble? This is the
This is Part 2 of the inflation discussion with Steven van Metre and Peter Boockvar with your host Tracy Shuchart. In this second part, they
This special QuickHit Cage Match edition is joined by opposing sides of inflation versus deflation with Steven van Metre and Peter Boockvar. Why one thinks
