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内容由David Wilder and Capital Economics提供。所有播客内容（包括剧集、图形和播客描述）均由 David Wilder and Capital Economics 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Trump up-ends the macro narrative and the Chinese stimulus that wasn’t
Manage episode 449128802 series 3410672
内容由David Wilder and Capital Economics提供。所有播客内容（包括剧集、图形和播客描述）均由 David Wilder and Capital Economics 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
As the dust settles on that momentous election, Group Chief Economist Neil Shearing is on The Weekly Briefing from Capital Economics to discuss what is known and unknown about the coming Trump administration. He talks about potential guardrails on the president-elect’s pledges and about how central banks – not least the Fed – can navigate this trickier policy environment.
Plus, after another widely anticipated Chinese stimulus announcement disappoints, Chief Asia Economist Mark Williams explains the disconnect between what the market wants to hear from the leadership in Beijing, and what the leadership is prepared to do to support the economy.
Analysis referenced in this episode:
Key Issue: Trump's second term
https://www.capitaleconomics.com/key-issues/trumps-second-term
Trump, tariffs, tech controls, Taiwan & China
https://www.capitaleconomics.com/publications/china-economics-update/trump-tariffs-tech-controls-taiwan-china
What happened to the fiscal stimulus?
https://www.capitaleconomics.com/publications/china-economics-update/what-happened-fiscal-stimulus
Slowdown still has a lot further to run
https://www.capitaleconomics.com/publications/china-economics-update/slowdown-still-has-lot-further-run
126集单集
分享
Manage episode 449128802 series 3410672
内容由David Wilder and Capital Economics提供。所有播客内容（包括剧集、图形和播客描述）均由 David Wilder and Capital Economics 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
As the dust settles on that momentous election, Group Chief Economist Neil Shearing is on The Weekly Briefing from Capital Economics to discuss what is known and unknown about the coming Trump administration. He talks about potential guardrails on the president-elect’s pledges and about how central banks – not least the Fed – can navigate this trickier policy environment.
Plus, after another widely anticipated Chinese stimulus announcement disappoints, Chief Asia Economist Mark Williams explains the disconnect between what the market wants to hear from the leadership in Beijing, and what the leadership is prepared to do to support the economy.
Analysis referenced in this episode:
Key Issue: Trump's second term
https://www.capitaleconomics.com/key-issues/trumps-second-term
Trump, tariffs, tech controls, Taiwan & China
https://www.capitaleconomics.com/publications/china-economics-update/trump-tariffs-tech-controls-taiwan-china
What happened to the fiscal stimulus?
https://www.capitaleconomics.com/publications/china-economics-update/what-happened-fiscal-stimulus
Slowdown still has a lot further to run
https://www.capitaleconomics.com/publications/china-economics-update/slowdown-still-has-lot-further-run
126集单集
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类似 Capital Economics Weekly Briefing 的节目
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
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continue reading
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continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
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continue reading
Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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continue reading
Peter Schiff is an economist, financial broker/dealer, author, frequent guest on national news, and host of the Peter Schiff Show Podcast. The podcast focuses on economic data analysis and unbiased coverage of financial news, both in the U.S. and global markets. As entertaining as he is informative, Peter packs decades of brilliant insight into every news item. Join the thousands of fans who have benefited from Peter’s commitment to getting the real story out to the world.
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continue reading
Player FM -播客应用
使用Player FM应用程序离线！
使用Player FM应用程序离线！
