Complete Intelligence

Category: QuickHit

The year ahead: What have we learned from 2021? (Part 2)
QuickHit

The year ahead: What have we learned from 2021? (Part 2)

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?

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The year ahead: What have we learned from 2021? (Part 1)
QuickHit

The year ahead: What have we learned from 2021? (Part 1)

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?

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What happens to markets if China invades Taiwan?
QuickHit

QuickHit: What happens to markets if China invades Taiwan? (Part 2)

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?

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Europe's economic recovery like Japan, China, or US?
QuickHit

Europe’s economic recovery: More like Japan, China or the US?

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?

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