Macro Mondays #15 - Was that a pause from Lagarde?
Sep 17, 2023
The podcast discusses the state of the European economy, the energy situation in Europe, the potential crisis in commercial real estate, Asian tourism trends, and the effects of Chinese tourists on other countries. They also explore the implications of China's stabilization for energy prices and the opportunities in Japan's tourism economy.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Energy Situation in Europe: Impact on Industrial Activity and Prices
02:16 • 18min
Analysis of Commercial Real Estate, Rate Cuts, and China's Challenges
19:51 • 2min
Analysis of Asian Tourism Trends and Expectations of Local-level Initiatives
22:16 • 2min
Effects of Chinese tourists, China's stabilization, and implications for energy prices
24:42 • 4min