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.
Read moreJacob Shapiro of Cognitive Investments unpacks the Israel-Hamas War, waning US hegemony, and the top countries and sectors investors should watch now.
Read moreI 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.
Read moreMexico tops China to become top US trading partner, fueling investing megatrend key to national security.
Read moreRates 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.
Read moreToday 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.
Read moreGlobal trade patterns are shifting.
Read moreToday 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.
Read moreWhen I spoke to Louis Gave for Global Macro Update last week, he called this “undeniably the most important question right now.”
Read moreHe’s back… my friend Louis Gave, CEO of Gavekal Research, Asian markets expert and a longtime favorite at the Strategic Investment Conference.
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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.
