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Global Macro Update

Dear Reader,

Today, I spoke with Jacob Shapiro, director of geopolitical research at Cognitive Investments. We discussed the long-term consequences Nancy Pelosi’s visit could have on US-China relations, and much, much more.

Click here or on the screenshot below to watch now…


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In this edition, you’ll hear Jacob and me discuss:

  • What Putin really wants, and why the Russia-Ukraine conflict is likely far from over…
  • Why Nancy Pelosi’s visit is really the 4th Taiwan Strait crisis…
  • How restoring normal trade relations with China could significantly lower inflation—and why that’s unlikely to happen…
  • Why the dangerous crisis brewing in China’s real estate sector should be on people’s minds…
  • How Taiwan is rapidly becoming a “domestic political football” for both Washington and Beijing…

Click here to watch now.

Sincerely,

Ed D’Agostino
Publisher, Mauldin Economics

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