Elizabeth Economy

Doug Irwin, a trade policy expert from Dartmouth, discusses how recent tariffs could reset global trade, with potential for higher U.S. prices and recession. Ed Yardeni, market analyst, highlights increased financial risk and a bearish outlook on the S&P amid market selloff. Elizabeth Economy from Stanford reveals how China's strategic responses to U.S. tariffs could shift geopolitical dynamics. The conversation explores the implications of America’s isolationist policies and the rising competition in global trade.

Wei Li, Global Chief Investment Strategist at BlackRock, shares insights on corporate earnings and the U.S. economy, emphasizing the importance of quality profits. Ed Morse, commodities strategist at Hartree Partners, examines the dynamics behind falling oil prices and predicts a potential supply glut. Elizabeth Economy, a Stanford expert on China, discusses the implications of the U.S.-China trade relationship, military developments, and Taiwan's crucial role in semiconductor production. Together, they unpack the complexities of today's financial landscape.

Elizabeth Economy, a leading China scholar and Hargrove Senior Fellow at Stanford, shares her insights on Xi Jinping's military ambitions and Taiwan's geopolitical challenges. She discusses Xi's 2027 military readiness goal, emphasizing its implications for global security. Economy highlights increasing pressure from Beijing and explores America's political short-termism compared to China's long-term strategy. The conversation also touches on Xi's intriguing interactions with Trump, revealing China's views on potential openings in U.S. policy.