Cotton Gets Caught up in Chinese Trade T...

Join Anna Drake and Ben Picton as they explore the conclusions of a recent RaboResearch report on Australian economic statecraft. They delve into what economic statecraft is, how it differs from business-as-usual economics, and what it might mean for agriculture in the years ahea ... Show More

Join Anna Drake and David Magaña as they discuss the latest dynamics and developments in global avocado markets. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch discl ... Show More

Rabobank's Asia-based geopolitics strategist Michael Every shares the key messages from the keynote address at the New Zealand Primary Industry conference. RaboResearch GM Stefan Vogel joins Michael to discuss what Iran, the US, and China mean for New Zealand and Australia. RaboR ... Show More

Import levies on Chinese goods amount to 54% right now. But some things that China excels at producing will likely remain in China. In this episode, why shoemaking can’t up and leave anytime soon. Plus: Copper prices ballooned and tanked in the past few weeks, European carmakers ... Show More

Faced with stagnating economic growth, Chinese leader Xi Jinping decided to go all in on manufacturing and exporting. But, as Lingling Wei reports, the increase in low-cost Chinese goods is squeezing businesses around the world and raising the specter of a new trade war. Further ... Show More

With tariffs of up to 145% on US imports from China, we take a look at how its playing out in the country. China’s leaders are downplaying the potential impact of the trade war - we speak to Chinese exporters and economists to find out what’s really happening and whether the coun ... Show More

China's economy is already struggling. Growth has slowed dramatically in recent years and there is high youth employment. Since the beginning of March, there's also been a tax of 20% on any goods sold to the US.      Ahead of President Donald Trump’s "liberation day", what effect ... Show More

In the past three weeks, we've spoken to economists about the tariffs. We’ve spoken to a historian about the Smoot-Hawley Tariff Act and the 100-year legacy of American protectionism. We've spoken to supply chain expert Jason Miller from Michigan State about why China is set up t ... Show More

The tit-for-tat tariff escalations between the US and China are on pause, at least temporarily. But if the world’s two biggest economies don’t make progress by July, they could return with a vengeance. How can the two parties make progress? And what does China actually want from ... Show More

The world’s second-largest economy is slowing down. But are concerns overblown? What’s at risk for the global economy? How should policymakers react?The Wall Street Journal’s chief China correspondent, Lingling Wei; economist Adam Posen; and FP’s James Palmer join Ravi Agrawal to ... Show More

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Michael Pettis on Twitter https://x.com/michaelxpettisFollow VanEck on Twitter https://x.com/vaneck_usFollow Jack Farley on Twitter https://t ... Show More

Two weeks after Donald Trump’s sweeping tariff announcement shook global markets, he has now offered most countries a 90-day reprieve—while simultaneously escalating trade tensions with China by imposing harsher penalties. So far, China has responded by matching each tariff hike ... Show More

This interview with Michael Drury explores how China’s problems affect the global economy, its economic advantages, and where it spends its trillion-dollar surplus. We also discuss the US economy’s resilience, why Michael doesn’t see a recession, and much more.–Follow Jack Farley ... Show More