Global Macro Update Archive

Global shipping is under pressure.

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

Today, we speak with Dr. Luntz, a world-renowned political consultant, professor, and pollster.

Good stuff is happening.

Geopolitical tensions are running at multidecade highs. We all know about Israel v. Hamas and Russia v. Ukraine. But what about Guyana?

Argentina’s new president-elect, anarcho-capitalist Javier Milei, catapults Argentina’s markets 29%.

Sam Altman’s termination and the shakeup at ChatGPT creator OpenAI highlight the ethical risks of artificial intelligence.

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.