Economists Adam Posen, Zongyuan Zoe Liu, and Michael Pettis discuss the causes of China's economic stagnation, including the lack of consumer rebound and the challenges of transitioning to a new growth model. They also explore the impact of China's foreign policy and civil-military fusion strategy, and the concept of the middle income trap on the rise and fall of the private sector.

Sebastien Page, Chief Investment Officer at T. Rowe Price, shares insights on cautious investment strategies amidst market volatility. Adam Posen, head of the Peterson Institute, critiques current tariff policies and their role in economic dynamics. Nouriel Roubini, NYU Professor and CEO of Roubini Macro Associates, discusses China's AI advancements and their global market impacts. The trio explores how rising long-end rates and geopolitical tensions reshape investment landscapes and corporate culture while highlighting the transformative potential of AI on growth and productivity.

Adam Posen, President of the Peterson Institute for International Economics, discusses the US's tough stance on China. Topics include China's economic shift under President Xi, US misconceptions about manufacturing, unilateralism in economic policies, proposed changes in US policy towards China, and counterarguments to views on China's economic behavior and national security.

Adam Posen, an expert in economics and international finance, warns about the dangers of Bidenomics and the misguided approach to domestic industrial policy. He discusses the risks of relying on semiconductors and green technology, as well as the perceived competitive threats from China. The podcast also explores the importance of understanding changes in the economy and the financing of technology. It concludes with a discussion on the challenges of fiscal policy and central banks in the face of economic conflict.

Jay Bryson, Wells Fargo Chief Economist, still sees the Fed hiking by 25 basis points in May following the March CPI print. Jeff Rosenberg, BlackRock Systematic Multi-Strategy Fund Portfolio Manager, says the direction of the banking crisis is "clear" but "the magnitude is not." Adam Posen, Peterson Institute for International Economics President & former BOE Monetary Policy Committee member, discusses the problems with subsidies in global trade. Tim Adams, Institute of International Finance President and CEO & former Under Secretary of Treasury for International Affairs, says this isn't a banking crisis. Mark Kimmitt, former US Assistant Secretary of State for Political-Military Affairs & Retired Brigadier General, discusses the leak of classified documents. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

In this discussion, Adam Posen, President of the Peterson Institute, critiques Jerome Powell's recent speech at Jackson Hole, calling it overly simplistic and lacking depth. He warns that the cooling labor market doesn't justify a 'rifle shot' approach to policy adjustments. Posen delves into the fragile current job landscape, the risks posed by hasty decisions, and the complexities of navigating economic forecasting amid political tensions. His insights shed light on the implications for both the U.S. economy and broader monetary policy.

Adam Posen, President of the Peterson Institute for International Economics, discusses the Fed's outlook and the implications of Trump's economic policies. He highlights concerns over potential rate hikes and inflationary effects from proposed tariffs. Sarah Wolfe, Senior Economist at Morgan Stanley, comments on jobless claims and hints at a possible rate cut in early 2025. Together, they explore the interplay between macroeconomic trends, protectionism, and the evolving labor market, offering keen insights for investors amidst rising tensions.

Jeff Currie from Carlyle Group discusses energy and commodity calls, including oil, copper, and gold. Adam Posen talks about PPI data and inflation outlook. Congressman French Hill covers Washington DC headlines. Julian Emanuel reacts to PPI, addresses small caps, and potential recession.

Adam Posen, president of the Peterson Institute for International Economics, is a leading expert on trade policy. He discusses how Trump's proposed 20% tariffs are essentially 'weaponizing' uncertainty in the market. Posen critiques the effectiveness of tariffs, arguing they haven't achieved their intended goals and could negatively impact the U.S. economy. He also touches on the delicate balance between manufacturing and technological advancement in the context of national security and globalization, particularly regarding China.

Adam Posen, President of the Peterson Institute, shares insights on the potential for a recession in the U.S. while Lindsey Piegza, Chief Economist at Stifel, analyzes recent jobless claims and upcoming payroll data. Bill Dudley, a former NY Fed President, admits his prediction of a hard landing was wrong. They discuss how current labor market trends challenge recession fears and the Federal Reserve's policy decisions, alongside the political implications of economic data heading into the elections.