After a stronger-than-expected start to the year, China’s economy is showing signs of weakening as the world’s second-largest economy struggles with a real estate downturn, slowing consumer spending, and geopolitical tensions. Goldman Sachs Research’s Hui Shan, chief China economist, shares her outlook for China’s growth.
Learn more about your ad choices. Vi ... Show More
Yesterday
Goldman Sachs International’s Co-CEOs on Europe’s Opportunity, AI, and Market Volatility
Goldman Sachs International Co-CEO’s Anthony Gutman and Kunal Shah discuss CEO sentiment, market volatility, and the case for Europe. This episode was recorded on March 12, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without ... Show More
27m 11s
Mar 2
Oil Market Impacts from Iran
Goldman Sachs Research’s Daan Struyven, co-head of Global Commodities Research and Head of Oil Research, discusses how the strikes in Iran could affect the oil market, commodities, and energy prices. This episode was recorded on March 2nd, 2026. The opinions and views expressed h ... Show More
13m 9s
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/michaelxpettis
Follow VanEck on Twitter https://x.com/vaneck_us
Follow Jack Farley on Twitter https: ... Show More
1h 31m
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 Farl ... Show More
1h 17m
<p>Today's Post - <a href="https://bahnsen.co/4gJcvvo">https://bahnsen.co/4gJcvvo</a></p>
<p>China's Market Shift and Economic Challenges</p>
<p>In this episode of Dividend Cafe, David Bahnsen discusses recent developments concerning China's economy and market performance. Bahnse ... Show More