Macro Crude: Understanding Finance and The Global Economy (Oil, Stocks, Commodities, Currencies)
Macro Crude
37 episodes
1 day ago
The intention of macro crude is to give you a very simple view on key movers of the macro economy, the world of oil, politics. The intersection of what moves currency markets, key themes for stocks, bonds. And really understanding the world of finance - one day at a time - and in punchy audio sessions which are less than five minutes. We will publish charts on our twitter account that cover interesting themes across major markets - whether its a chart on oil inventories in China - or a chart on the unemployment rate in the US, vote counts and we will distill it into a fact based view - while connecting the dots for you in the world of finance.
With the hope that this will be both a learning opportunity, invite a discussion and more importantly be a platform that sparks ideas and debate around key macro crude topics that impact our lives.
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The intention of macro crude is to give you a very simple view on key movers of the macro economy, the world of oil, politics. The intersection of what moves currency markets, key themes for stocks, bonds. And really understanding the world of finance - one day at a time - and in punchy audio sessions which are less than five minutes. We will publish charts on our twitter account that cover interesting themes across major markets - whether its a chart on oil inventories in China - or a chart on the unemployment rate in the US, vote counts and we will distill it into a fact based view - while connecting the dots for you in the world of finance.
With the hope that this will be both a learning opportunity, invite a discussion and more importantly be a platform that sparks ideas and debate around key macro crude topics that impact our lives.
China's economy post COVID: A tailwind from re-shoring and localisation
Macro Crude: Understanding Finance and The Global Economy (Oil, Stocks, Commodities, Currencies)
5 minutes 2 seconds
5 years ago
China's economy post COVID: A tailwind from re-shoring and localisation
Impact of reshoring and localisation on China’s consumption
•Chinese consumers spent ~ US$260 billion overseas over 2015-19
•As a result of reshoring. Domestic consumption is expected to amount to US$140-65 billion in 2020 and US$70 – 130 billion annually over 2021-23.2/2 This has the potential to lift consumption growth by 1-2 ppts in 2021-23.
•Re-shored consumption will be mostly driven by high-income consumers, accelerating a shift from goods-related consumption to service-related consumption in China. https://t.co/Y49yRuWyYa https://t.co/8J84RmiXnV
Macro Crude: Understanding Finance and The Global Economy (Oil, Stocks, Commodities, Currencies)
The intention of macro crude is to give you a very simple view on key movers of the macro economy, the world of oil, politics. The intersection of what moves currency markets, key themes for stocks, bonds. And really understanding the world of finance - one day at a time - and in punchy audio sessions which are less than five minutes. We will publish charts on our twitter account that cover interesting themes across major markets - whether its a chart on oil inventories in China - or a chart on the unemployment rate in the US, vote counts and we will distill it into a fact based view - while connecting the dots for you in the world of finance.
With the hope that this will be both a learning opportunity, invite a discussion and more importantly be a platform that sparks ideas and debate around key macro crude topics that impact our lives.
