Bilal Hafeez
Stephen is a faculty member at Yale University and former chairman of Morgan Stanley Asia. He is the author of Unbalanced: The Codependency of America and China and most recently Accidental Conflict: America, China, and the Clash of False Narratives.
Bilal Hafeez
Deborah Seligsohn is an Assistant Professor of Political Science at Villanova University. Her research focuses on Chinese politics, US-China relations, and public health, energy and environmental politics in China and India.
Bilal Hafeez, Ben Ford
Global departures sit at 103,000 per day, a touch lower than last week, but a level comparable to 2019 and just shy of the levels they were before Covid-19 struck in 2020 (Chart 1).
Bilal Hafeez, Ben Ford
Global departures sit at 104,000 per day, a level comparable to 2019, but shy of the levels they were before Covid-19 struck in 2020 (Chart 1).
Matthew Tibble
Covid cases are surging in China. Deaths could surge too if policy loosens. A different kind of sickness plagues the UK economy.
Bilal Hafeez
Many were looking for China’s 20th National Congress to mark the end of China’s zero-COVID policy (ZCP).
Matthew Tibble
The US auto industry suffers high prices and soft sales. In the EU, sky-high diesel prices could stick around. Fed hiking could land it in a spot of balance-sheet bother.
Matthew Tibble
UK inflation is about to get worse. So is US inflation. Also, technically, the US is in a recession. And hedge fund net shorts are larger than during the Covid crash.
Matthew Tibble
Mortgage market reacts hard to hawkish Fed. ECB to neutral and no more? ETH outperforms BTC ahead of merge. Germany’s economic model is in trouble.
Matthew Tibble
Risk case: EUR/USD to 0.80. US growth doesn’t look that bad… Russia holds EU hostage via energy. The ECB is in a bind.
Matthew Tibble
The Sahm recession indicator is not flashing. Cinemagoers are going again. Q2 2022’s top FX trades can teach us a thing or two. Miners are pulling out of ethereum.
Bilal Hafeez, Zain Siddiqui
2022 has been a bumper year for films released at US cinemas. Top Gun: Maverick grossed $600mn, Dr Strange 2 $400mn and The Batman $400mn...
Matthew Tibble
Italy is in (a lot of) debt. GOOG and META come tumbling down. Bearish sentiment prevails in the US. We are panicking post-Covid.
Bilal Hafeez
Movie fans will know that the new phase of the Marvel Cinematic Universe recently kicked off with Doctor Strange in the Multiverse of Madness.
Bilal Hafeez
China was originally held up as the success story for managing COVID. But two years on, Shanghai is locked down and Beijing is testing all its residents for COVID.
Sam van de Schootbrugge
Researchers from Harvard Business School and NYU Stern examine how US stimulus checks impacted stock prices during the pandemic.
Bilal Hafeez, Ben Ford
It has been two years since the World Health Organisation (WHO) declared COVID-19 a pandemic. And almost every country has tried to deploy...
Matthew Tibble
Today is two years exactly since the World Health Organization declared Covid-19 a pandemic. It took under a year from the outbreak...
Bilal Hafeez
This is the 100th podcast episode of my show! I speak with Greg Zuckerman, Special Writer at The Wall Street Journal.
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