Shocks, Crises, and False Alarms
Moody's Talks - Inside Economics
Geopolitical Disruption and Economic Tailwinds
The current geopolitical disruptions and decoupling with China could potentially be a cyclical tailwind for the US economy in the medium term. Investments in plants like the micron plant in New York and Arizona are expected to contribute to employment and capital expenditure, creating a positive pressure cooker effect. Despite the traditional view of global trade, the reality might be messier, presenting silver linings in disruptions. Navigating through these challenges in a calculated manner is crucial, considering the upcoming US presidential elections.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
