Pulse: Macro
Hale Report: Podcast Episode 3 Dali Yang on China
20190712_DaliYang_v2.mp3
You won't want to miss Prof. Yang's expert analysis of the US-China relationship, and what the future might hold for both sides of this persistent conflict.
Hale Report: Podcast Episode 2 Interview with James Bianco
20190628_JimBianco.mp3
Our podcast this week features an interview with James Bianco , market-savvy macro-economic analyst and head ofBianco Research here in Chicago. He shares his thoughts about the Fed, markets, the long-lost world of stock picking, and the role of cryptocurrencies as a new monetary regime unfolds.
EconVue Spotlight - The Energy Standard
EconVue Spotlight - Iran Podcast & China's New Long March
As some of my more patient friends know, I have been toiling away at a book on Chinese monetary history during the Interwar period off and on for some years. Immersing myself in the public and private words of the historic figures of the 1930’s has perhaps sensitized me to the propensity of even well-intentioned leaders to glide into chaos. That which is unthinkable inexorably becomes inevitable.
ESG sustainability is the key to BRI’s success
By SUN Xi and Herta Monica Montesino Cucos
‘Tariff War’ Flares Up, But Deal Still Likely Later this Year
Today, five days after he tweeted this deadline and nine months since he first declared the intention to do so, President Trump raised the tariff on $200B of imports from China from the +10% first applied in March 2018 to +25%. The action follows China’s message to U.S. negotiators backtracking on a number of earlier promises to increase intellectual property protections.
EconVue Spotlight - Unconventional Wisdom
EconVue is about the Gettier Problem which to simplify means that just because one is justified in drawing a conclusion, doesn’t mean that it is true. For example, we certainly could be justified in thinking that racial hatred has increased in the US based on media and news reports. However, a fascinating University of Pennsylvania study says that this isn’t true, and that actually racial prejudice has been declining.
Core PCE Inflation Lull Should Be Short-Lived
FMI’s commentary on this morning’s “shockingly low” 19Q1 core PCE deflator.