Elizabeth Economy

Elizabeth Economy discusses China's vision for a new world order and emphasizes the need for the US to offer its own vision to compete. Topics include Xi Jinping's foreign policy initiatives, China's role in global politics, and the Secretary of Commerce's role in US-China strategy.

Elizabeth Economy, an expert on U.S.-China relations from the Hoover Institution, discusses the shifting dynamics of the trade war and U.S. tariffs, emphasizing China's strategic responses. Ethan Harris, former Head of Research at Bank of America, shares insights on the potential economic landscape post-Federal Reserve, shedding light on risks of recession and the evolving role of tariffs. They both highlight the challenges and uncertainties that these trade policies present to international markets and local economies.

Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley, sheds light on inflation trends and the anticipated shifts in monetary policy, describing a hopeful outlook for disinflation. Meanwhile, Elizabeth Economy, a Stanford University professor, shares expert insights into the complex dynamics of US-China relations, detailing China’s political landscape under Xi Jinping and the ramifications for global geopolitics. Both guests discuss strategic implications for investment and economic stability amid evolving international challenges.

Elizabeth Economy, author and senior advisor, discusses China's ambition for controlling international internet traffic, President Xi Jinping's ambition to reclaim Chinese centrality on the global stage, and the comparison of China policies between the Trump and Biden administrations. The podcast explores the practical implications of China's ambitions, the complexities of China-Taiwan-US relations, and the strategic approach to dealing with China, including protecting allies and managing competition. It also delves into the risk faced by Taiwan, analyzing the defense of Taiwan, Europe's increasing involvement in the Indo-Pacific region, and the implications for China.

Elizabeth Economy, a senior fellow at the Council on Foreign Relations and author of 'The Third Revolution,' dives into the complexities of U.S.-China relations. She discusses China's aggressive global stance, including its rapid economic rise and authoritarian governance under Xi Jinping. The conversation highlights the implications of surveillance and espionage, the militarization of the South China Sea, and the need for a more assertive U.S. policy to safeguard democratic values while managing trade relations with China.

Jurrien Timmer, Dan Ives, and Elizabeth Economy discuss Nvidia's impact on markets, China's global ambitions, and the future of Taiwan. Topics include Apple's growth, A.I. developments, and navigating China's rising influence. The podcast also covers Scarlett Johansson, CEO compensation trends, challenges in Florida's senior care, and real estate and labor costs.

Francisco Blanch, Head of Global Commodities at Bank of America, shares insights on the global outlook for commodities and energy prices, highlighting emerging trends in the market. Elizabeth Economy, Senior Fellow at the Hoover Institution, delves into the intricacies of US-China trade negotiations, addressing strategic decoupling and its economic implications. Their discussions reveal the delicate balance of international relations and market forces, making for an engaging exploration of current global economic dynamics.

Elizabeth Economy, a Senior Fellow at the Hoover Institution, dives into China’s economic hurdles and its strategic shifts during the two-sessions meeting. She explores the dual circulation policy and the country’s drive for innovation amid U.S. competition. The discussion shifts to the booming investment landscape in women’s sports, spotlighting leagues like the WNBA and NWSL, driven by rising viewership and sponsorships. Lastly, the role of faith in investments is examined, revealing how personal beliefs are increasingly influencing financial choices.

Elizabeth Economy, a Hargrove Senior Fellow at the Hoover Institution and author of "The World According to China," delves into the complexities of U.S.-China trade relations. She examines the recent federal appeals court decision that provided Trump with a temporary reprieve on tariffs, highlighting legal challenges and their implications. The conversation touches on the resilience of American consumers despite rising tariffs and economic uncertainties, as well as the future competitive dynamics between the U.S. and China in an evolving global landscape.

Michael Darda, Chief Economist at Roth Capital Partners, shares insights on decreased recession risks spurred by new trade deals. He discusses how recent tax increases might not derail economic stability. Elizabeth Economy, a senior fellow at the Hoover Institution, dives into the complex dynamics of U.S.-China trade relations, emphasizing the importance of navigating tariffs and technology independence. Together, they explore consumer resilience in the face of economic uncertainty, highlighting how high-end spending affects market trends.