Global Macro Update Archive - Ed D'Agostino

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Global Macro Update Archive, April 2025

April 18, 2025

Will the trade war become a currency crisis?

As the trade situation intensifies between the US and China, it’s time to think about the ripple effects of a decoupling.

Too Late for Portfolio Insurance?

There’s no substitute for experience.

Private Equity: Too Big to Fail?

There are plenty of smart people doing good work in private equity, but when self-help guru Tony Robbins is private equity’s new cheerleader, and Blackstone is buying smoothie shops, you have to wonder if things have gone too far.

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Global Macro Update

Dig deep with Ed D’Agostino as he interviews leading experts on the most urgent stories you need to know about. Learn how your portfolio could be impacted and what's ahead for the markets... Delivered weekly on Fridays.