Global Macro Update Archive

Global trade patterns are shifting.

Today on Global Macro Update, you’ll hear from another Strategic Investment Conference favorite, Peter Boockvar. Peter is the Chief Investment Officer at Bleakley Advisory Group and the editor of The Boock Report. He’s also a frequent contributor on CNBC.

When I spoke to Louis Gave for Global Macro Update last week, he called this “undeniably the most important question right now.”

He’s back… my friend Louis Gave, CEO of Gavekal Research, Asian markets expert and a longtime favorite at the Strategic Investment Conference.

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.

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.

This week we learned that US trade with China is way down. But there’s one disturbing exception: fentanyl.

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.

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.

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.

The envisioned benefits of ESG investing—owning companies that follow responsible environmental, social, and governance policies—have failed to materialize.

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.