Reuters Econ World

Listen to Carmel Crimmins live from New York as she discusses President Donald Trump's ambitions for the US economy. US editor Sally Buzbee and Federal Reserve correspondent Howard Schneider take the stage at Reuters NEXT to weigh the president's economic performance in his first year of this term. Check out more great conversations from Reuters Next⁠⁠ here Catch Reuters Morning Bid Sign up for the Reuters Econ World ⁠⁠newsletter⁠ Our Standards:⁠⁠ The Thomson Reuters Trust Principles⁠⁠ For information on our privacy and data protection practices visit the Thomson Reuters Privacy Statement. Learn more about your ad choices. Visit megaphone.fm/adchoices Further Listening American capitalism Bubble talk - Part 2 Statistics: Trump's firing rocks the foundations of economics Learn more about your ad choices. Visit megaphone.fm/adchoices

Philip Lane, chief economist of the European Central Bank, digs into the eurozone's steady economic outlook amid potential pitfalls. He discusses the resilience of labor markets in the face of tariffs and how global trade shifts, particularly with China, reshape supply chains. Lane emphasizes the need for reforms to counter stagnant growth, highlighting disparities between countries like Germany and Spain. He also explores the implications of U.S. fiscal policy and the emerging digital euro, stressing the importance of geopolitical stability for economic security.

Karin Strohecker, Reuters' chief emerging markets correspondent, dives into Argentina's currency challenges under Javier Milei. She explains the role of currency bands in fighting inflation while discussing Milei's economic overhaul. Karin highlights the impact of U.S. support on the peso and its geopolitical implications. With insights into the risks of fixed exchange rates, dollarization debates, and the social consequences of fiscal cuts, she paints a vivid picture of Argentina’s complex financial landscape.

Mike Dolan, Editor-at-large for Finance and Markets at Reuters, dives into the complexities of the AI investment boom. He discusses how national security is influencing this multi-billion dollar market and the challenges in measuring AI's economic impact. The conversation touches on inequality among consumers, the balance between job creation and disruption, and the potential risks of an AI bubble bursting. With insights on tech borrowing and geopolitical concerns, Dolan warns that the implications of AI extend far beyond mere finance.

In a riveting discussion, Christopher A. Marinello, CEO of Art Recovery International, shares his expertise on the shadowy world of art theft. He reveals the economic forces driving the illegal art market and why jewelry and watches are increasingly targeted over traditional paintings. Marinello explains how stolen art is laundered and sold, the methods thieves employ, and why Europe remains a hotspot for theft. He also offers critical advice for collectors on safeguarding their valuables, emphasizing the importance of due diligence and awareness in the age of social media.

Join Dmitry Zhdannikov, an energy expert with insights into global oil markets, and Guy Faulconbridge, the seasoned Reuters Russia bureau chief, as they delve into the gripping energy conflict arising from the Russia-Ukraine war. They discuss Europe's pivot away from Russian oil, the pivotal role of energy in Russia's economy, and the impacts of U.S. sanctions on energy giants like Rosneft. The duo also highlights how drone strikes are reshaping energy supplies and how global markets are affected, with the U.S. solidifying its position amidst ongoing turmoil.

Join Kevin Krolicki, Reuters Greater China bureau chief and expert on Chinese politics and economics, as he delves into China's upcoming five-year plan. He explains the evolution of these plans from strict quotas to broader social and environmental goals. Discover how domestic challenges, like falling home prices and oversupply, shape economic strategies. Kevin also discusses the political signals behind the plan, including its impact on trade and military leadership, revealing insights on China's position in global trade talks.

Questions over the valuations of AI companies hang over the global economy as CEOs, pundits and policymakers grapple with the real impact this quantum leap in technology is having. Host Carmel Crimmins and Reuters editor-at-large Mike Dolan examine the debate around a potential AI bubble.  Sign up for the Reuters Econ World newsletter ⁠⁠⁠⁠here⁠⁠⁠⁠. For information on our privacy and data protection practices visit the Thomson Reuters Privacy Statement. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

A gaping hole in the national finances is at the heart of France’s political crisis. Can a tax on the super-rich help? Host Carmel Crimmins talks to Paris-based senior correspondent Leigh Thomas and Francesco Canepa, senior European economics correspondent, about the pros and cons of taxing wealth.   Sign up for the Reuters Econ World newsletter ⁠⁠⁠here⁠⁠⁠. For information on our privacy and data protection practices visit the Thomson Reuters Privacy Statement. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mark Bendeich, Global Managing Editor at Reuters, dives into the fascinating world of supply chains, revealing how COVID exposed their vulnerabilities. He discusses the shift from just-in-time inventory to stockpiling amidst global disruptions. The rising role of AI in supply chain management is highlighted, illustrating its impact on decision-making. Bendeich also covers the geopolitical risks and ongoing trade tensions, stressing that firms are adapting but remain at risk of future shocks. A must-listen for anyone intrigued by the intricate web of global trade!