Macro Mondays Macro Sunday #33 - A new supply shock? Guest: Dario Perkins
Jan 21, 2024
Global macro economist, Dario Perkins, joins the hosts to discuss a new supply shock in the Red Sea and its potential impact on freight rates and imported goods. They also explore the turbulence between Iran and Pakistan, the divergence in inflation trends between the dollar and euro, and the implications of China's manipulated GDP numbers on asset prices.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Turbulence Between Iran and Pakistan: Iran's Potential Role and China's Response
03:04 • 4min
Potential for a New Supply Shock and its Impact on Labor Markets
06:58 • 10min
Central Banks and Rate Cuts
17:13 • 28min
Potential Consequences of Insolvencies and the Impact of the Supplementary Leverage Ratio on the US Treasury Market
45:38 • 3min
Shift in Chinese buying of US dollar assets and trading strategies based on inflation divergence
49:01 • 2min
China's Manipulated GDP Numbers and Potential Impact on Asset Prices
51:06 • 2min