Top Tweets for #GlobalMacroUpdate
Geopolitical strategist @JacobShap joins @EdDAgostino to break down what the Strait of Hormuz crisis really means — not for oil prices this week, but for global energy strategy over the next decade.
https://t.co/lrlTerOyXg
#Geopolitics #GlobalMacroUpdate
AI’s biggest challenge may not be rogue algorithms... it’s electricity.
@EdDAgostino talks with Steve Lord (@BurklandAssoc
) about the looming power bottleneck in data centers. Watch the interview:
https://t.co/tpyVsLxYoX
#AI #Energy #DataCenters #GlobalMacroUpdate
It’s been a busy week in Washington. Check out @EdDAgostino in conversation with DC insider and bipartisan lobbyist @bpmehlman. They cover the AI bubble, its impact on the American middle class, trade policy, and more.
https://t.co/UcSCcAwGrw
#GlobalMacroUpdate
Many people are wondering if Trump is serious about slapping a 60% tariff on goods from China. In today's #GlobalMacroUpdate, @ShehzadhQazi pegs the probability of a US-China trade war in 2025 at 100%. Watch the interview with @EdDAgostino now.
#China
https://t.co/q61ajShsmq
Is China more capitalistic than the US? Watch the latest #GlobalMacroUpdate where @EdDAgostino interviews @gave_vincent. Louis says that China now exports more to other emerging markets than it does to the US and western Europe. #Economics #China #USA
https://t.co/ZhArpPNT6z
Despite recent price drops, copper's long-term demand remains strong due to rising electricity needs, EV growth, and infrastructure investments. Supply challenges loom, but the future for copper is bright. #Copper #Economy #GlobalMacroUpdate
https://t.co/kUYTo1Qtk4
Some geopolitical analysts say the US is already in a Cold War with China. Now @CrowdStrike co-founder @DAlperovitch is echoing this stance, calling it “Cold War II,” with Taiwan at the epicenter. Watch the #GlobalMacroUpdate interview now.
#Crowdstrike
https://t.co/j5xg6bPvIA
What is standing in the way of progress on nuclear energy development in the US? The answer, this week, with @robert_zubrin
#GlobalMacroUpdate
https://t.co/izF8TOwjf0
Mortgage-backed securities (MBS) seem to pop up every time there is a bank failure. @BarryHabib of MBS Highway, breaks down in detail where SVB got it wrong and how mortgage-backed securities worked against the bank. #MBS #SVB #GlobalMacroUpdate
https://t.co/KGO4GADwkL
We all want to know what this year will bring... and @pboockvar is giving you his outlook for 2023 in this episode of Global Macro Update.
#GlobalMacroUpdate #inflation #TechStocks #InterestRates #investing
https://t.co/ZnwT4gzgz7
The great Felix Zulauf joins me for a sobering market forecast in this week's #GlobalMacroUpdate
You can watch here👇
https://t.co/lKSLKjj7lG
@mauldinecon
"The US Dollar is a Joke."
Just one of the takes from the great Milton Berg. @BergMilton and I cover his thoughts on most every major asset class in the latest #GlobalMacroUpdate interview. Watch it here 👇
https://t.co/BuTPEuhmxa
@mauldinecon
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