Yesterday

The Shutdown’s Economic Impact

How long could the US government shutdown last — and what will that ultimately mean for the US economy? Goldman Sachs Research’s Alec Phillips, chief US political economist, explores the potential impact on economies and markets. This episode was recorded on October 7, 2025. The ... Show More

19m 17s

Sep 30

AI Exchanges: The Role of Data

Goldman Sachs’ Neema Raphael, the firm’s chief data officer and head of data engineering, discusses the role of data in enabling or possibly stalling AI’s progress with George Lee, co-head of the Goldman Sachs Global Institute, and Allison Nathan, senior strategist in Goldman Sac ... Show More

17m 27s

Sep 25

How Reliable is Economic Data?

Are concerns about the quality and reliability of economic data — as well as its vulnerabilities to political influences — warranted? Former BLS Commissioner Erica Groshen, who served from 2013 to 2017, Laffer Associates’ Arthur Laffer, Harvard Business School’s Alberto Cavallo, ... Show More

26m 19s

Jul 2024

Here's Why China’s Economic Outlook Keeps Getting Worse

China's economy has been having a tough time. The latest growth figures show the slowest pace of expansion in more than a year. Consumer spending is weak and the property slump is ongoing. The official target of growing the economy by 5% a year is still within reach - thanks to a ... Show More

7m 1s

Oct 2023

What China’s Slowdown Means for the World

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

47m 7s

Jul 2024

China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle

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

1h 31m

Aug 2024

Why China Is Risking a Trade War

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

19m 29s

Aug 2024

Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession

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

1h 17m

Oct 2024

Affected by China Unwillingly and Unknowingly

Today's Post - https://bahnsen.co/4gJcvvo China's Market Shift and Economic Challenges In this episode of Dividend Cafe, David Bahnsen discusses recent developments concerning China's economy and market performance. Bahnsen highlights China's underperformance in comparison to the ... Show More

16m 56s

May 2025

How prepared is China for a new trade war?

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

17m 29s

Jul 2024

How China’s middle-class belt-tightening will impact the world

With slower growth in China’s economy, young professionals and middle-class people across the country are tightening their belts and cutting down on spending. But what can the rest of the world expect from diminished demand in the second-biggest economy?

15m 12s

Why China’s economy is struggling