Mar 15, 2024
In this episode, Paul Tyler and David Czerniecki, Chief Investment Officer for Nassau, discusss various economic topics, including China's economic slowdown, energy prices, inflation, and global conflicts. They explore the implications of these issues on the global economy and provide insights into potential future developments.
Takeaways
- China's economic slowdown has implications for the equity markets, interest rates, and global growth.
- Energy prices have remained stable despite conflicts and disruptions in shipping lanes.
- Achieving the target inflation rate of 2% has been challenging due to sticky prices in the services sector.
- Global conflicts, while tragic, have had a muted economic impact so far.
Chapters
- 00:00 Introduction
- 01:05 China's Economic Slowdown
- 09:01 Inflation
- 14:06 Global Conflicts