Global Macro Update Archive

AI is here. Are you ready?

Ed D’Agostino speaks with former UBS chief economist George Magnus about what this geopolitical transformation means for Western investors and the huge changes happening at China’s Central Bank.

Jacob Shapiro of Cognitive Investments unpacks the Israel-Hamas War, waning US hegemony, and the top countries and sectors investors should watch now.

I just interviewed General David Petraeus for Global Macro Update. Given the volatile situation unfolding in the Middle East, I wanted to share his insights with you as soon as I could.

Mexico tops China to become top US trading partner, fueling investing megatrend key to national security.

Rates on 10-year Treasuries have been climbing since August 2020. But depending on the time frame, you could argue that yields are still relatively low.

Today on Global Macro Update, I sit down with Amir Adnani, the CEO of Uranium Energy Corp. (UEC) to discuss US energy policy and the critical role nuclear plays for the US military, NASA, and artificial intelligence-backed technologies.

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.