logo
episode-header-image
Apr 2025
25m 39s

Footwear will likely still be “Made in C...

MARKETPLACE
About this episode

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 weigh their options in the trade war and recession fears, not inflation fears, are driving bond yields.


 

Up next
Aug 22
Chili's is back (baby back, baby back)
Brinker International, which owns casual dining chain Chili’s, just beat 50-year sales and revenue records. In this fickle economic moment, how’d they do it? The answer involves viral fried mozzarella and the power of young consumers. Also in this episode: Jay Powell hints at rat ... Show More
26m 21s
Aug 21
WWJPD?
Rising unemployment claims will be on Fed Chair Jay Powell's mind when he addresses the Jackson Hole Economic Symposium on Friday, and as he contemplates an interest rate decision in September. But he’s also got stable prices amid tariff uncertainty to worry about. So, we wonder: ... Show More
26m 8s
Aug 20
Consumers embrace their inner Maxxinista
A consumer vibes indicator, in the form of two Q2 earnings reports: TJX (which owns TJ Maxx, HomeGoods, and Marshalls) raised its outlook for the remainder of the year after beating expectations. Over the same period, Target reported declining same-store sales. In this episode, t ... Show More
26m 17s
Recommended Episodes
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
May 6
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
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
Apr 2025
Nvidia Chip Curbs Spur Market Caution; Chinese Suppliers Mock Tariffs on TikTok
Asian stocks edged lower and US equity-index futures dropped at the open as trade conflicts showed no signs of abating. Nvidia said the US put new restrictions on some chip exports to China. Contracts for the Nasdaq 100 fell more than 1.5% and S&P 500 futures retreated 1% after N ... Show More
22m 4s
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
Apr 2025
Markets Rip Higher On Tariff Pause… And Why China Isn’t Getting Any Relief 04/09/25
Stocks surge after Trump hits pause on most tariffs, but ups the ante in the China trade war. What one China expert sees in store next in the tariff tit-for-tat. And the impact the levees are having on pharma’s production pipeline. Plus Walmart yanks its guidance, Delta flies pas ... Show More
49m 11s
Mar 2025
Impact Of Currency & Energy Declines.. And Market Reality Check On China 3/5/25
Declines in the U.S Dollar and Crude Oil taking hold of the market this week, as geopolitical tensions heat up. How the latest tariff headlines are hitting currencies and commodities, and the impact it has on the broader market. Plus Markets in need of a China reality check? Why ... Show More
42m 57s
Apr 2025
Trump Considers Slashing China Tariffs
P.M. Edition for April 23. We exclusively report that President Trump is considering cutting steep tariffs on Chinese imports, a move that could de-escalate the trade war. WSJ chief China correspondent Lingling Wei tells us what that means for the broader relationship between the ... Show More
13m 30s
Feb 2024
China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/__Follow Brian McCarthy on Twitter https://twitter.com/briangobo ... Show More
1h 24m
Oct 2023
A Deep Dive On China's Financial System | Aidan Garrib
On todays episode, Aidan Garrib Global Macro Strategy & Research at PGM Global joins the show for a deep dive into the Chinese economy.  We take a look under the hood into the shadow debt within China, the Governments crackdown on credit & Aidan's outlook for both Chinese equitie ... Show More
1h 11m