In this episode, we dissect the better-than-expected GDP growth in the euro area in Q3 2024, the outcome of the snap elections in Japan, and the upcoming US presidential polls. We also talk about the market impact of the US' ban on American investments to specific Chinese technology companies and of Israel's retaliatory attack towards Iran.

This week, we provide a recap of the 23 October webinar on the Chinese stock market. We also talk about Vietnam's fourth president in two years, third-quarter earnings reports by luxury brands Hermès and Gucci, the impact of the upcoming US presidential election on the defence sector, and China's "bazooka" packages.

In this episode, we tackle lower oil prices amid tensions in the Middle East, a weaker euro, a new weekend arrangement in Malaysia's Johor state, yet another stimulus package from the Chinese government, and 2025 budget discussions for the UK and Germany.

This episode discusses the high volatility in the Chinese stock market over the past week, China's tit-for-tat response to EU tariffs with its own "brandy tax," the sustained contraction of the German economy, and positive spillovers from the US that has been anchoring global growth.

Public finances and geopolitics are in focus for this podcast episode. We tackle Iran's recent missile attack against Israel and its impact on world markets, a new law imposing the so-called "Netflix tax" in the Philippines, the Thai government's cash handouts worth USD 300 to boost household consumption, and a labor strike that has paralyzed the operations of major ports in the US.

This episode explores Japan's way forward under a new prime minister, the future of the UK economy under the Labour Party's leadership, the latest stimulus package from China's central bank, and the global financial market outlook.

This episode discusses the weak consumer demand in China despite the holiday cheer from the Mid-Autumn Festival, promising revenues on a US fund, the Federal Reserve’s 50 basis point rate cut, and falling oil prices. 

This episode talks about developed economies and their "overtourism" problem, the crisis at German car manufacturer Volkswagen, and the impact of the US Federal Reserve's upcoming rate cut on global stocks and currencies. 

This episode discusses the local elections in Germany, Canada's imposition of 100 per cent tariffs on China-made electric vehicles, and the anticipated rate cut by the US Federal Reserve.