Global Macro Update Archive

A surge in energy demand is imminent. Within a year, the five-year growth forecast for national electricity demand has jumped from 2.6% to 4.7%. Much of this demand surge will come from artificial intelligence.

We are in the early days of an AI-driven productivity boom.

George Friedman says there are two Chinas: one in Shanghai that trades with the rest of the world and another that is still effectively a third-world country, with people living in extreme poverty.

I’m excited to welcome David, the chief investment officer at Evergreen Gavekal, to the latest episode of Global Macro Update.

After the great financial crisis, China’s appetite for commodities and technology fueled a global economic recovery. The rest of the world recovered and then grew, largely on the back of China’s incredible transformation.

Today, we have Jared Dillian back on Global Macro Update to discuss the Fed, a better way to manage money, and his latest book, No Worries: How to Live a Stress-Free Financial Life.

The thought of risking American lives and resources over a little island off mainland China leaves most Americans perplexed. That is understandable.

We are at the onset of a shift in the markets. In the years ahead, investors won’t be able to rely on broad-based ETFs to deliver great returns.

2023 was a great year for the stock market. But it was an epic year for a handful of select stocks.

Today, artificial intelligence (AI) is the new technology on everyone’s mind. In my latest Global Macro Update interview I speak with former US Army Ranger Paul Scharre about AI’s darker potential.

Global shipping is under pressure.

I’d like to share my top takeaways from 2023 and how they’ve set up what comes next.