Global Economy Videos
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Researchers presented an analytical and quantitative study showing that slower fiscal adjustment after recessions—i.e., delaying tax hikes to shrink budget shortfalls—can act as a powerful dynamic automatic stabilizer in an economy with non‑Ricardian households. Using an overlapping‑generations (perpetual youth) model as a proxy for HANK behavior, they show delayed adjustment raises aggregate demand, can cause output to overshoot so that net present value losses vanish, and reduces the eventual tax burden by stabilizing revenues. The paper derives conditions under which slow fiscal consolidation helps the central bank—chiefly when downturns are demand‑driven and taxes are sufficiently distortionary—and ties the policy’s appeal to two empirical sufficient statistics. U.S. parameter estimates imply that slower fiscal adjustment would likely support monetary policy in practice.
The video examines the early‑spring U.S. housing market, highlighting a surge in homes being relisted after a wave of delistings last fall, and assessing whether increased supply can revive activity. Redfin data show 45,000 previously delisted homes returned to market in...
Recent U.S. and Israeli missile strikes against Iranian targets, combined with widespread protests sparked by soaring inflation, have raised speculation about a possible regime shift in Tehran. In a Carnegie Connects interview, Brookings senior fellow Suzanne Maloney argued that despite...
The video explains how South Korea, once a marginal arms exporter, has become a major global supplier as nations scramble for weapons that can be produced and delivered quickly. Global military spending reached $2.7 trillion in 2024, but many defense factories are...
David Card, a Nobel‑winning economist, presented a fourteen‑year project linking Austria’s and Germany’s social‑security databases to measure the earnings impact of international migration. By matching individuals via name and date of birth, the team assembled a quarterly panel of 168,000...
The Carnegie Endowment video examines Iran’s power transition as the country awaits a new Supreme Leader. It identifies two figures— the president and the head of the Islamic Revolutionary Guard Corps—who currently dominate political and military decision‑making. Karim Sadjadpour outlines...
The video chronicles the seventh day of a rapidly intensifying conflict between Israel, the United States and Iran, highlighting President Donald Trump’s public demand for Iran’s unconditional surrender. Heavy aerial campaigns have struck Tehran, Isfahan and other Iranian cities, while...
Following recent U.S. and Israeli strikes, Iran declared its intention to inflict significant pain throughout the Middle East, signaling a broader escalation. Victoria Taylor, director of the Iraq Initiative at the Atlantic Council, said Tehran's move to widen the conflict...
The hosts debate whether a bear market has begun, noting that the S&P 500 has been confined to a tight 3% trading range despite dramatic headlines such as a 31% weekly oil surge and geopolitical tension. They point to the recent...
The Access Asia segment examines how the escalating US‑Israeli war on Iran reverberates across Asia, from Beijing’s diplomatic calculus to the precarious situation of millions of migrant laborers in the Gulf. While China brokered a historic Iran‑Saudi détente three years...
In her Budget 2026 address, Leader of the House Indranee Rajah framed Singapore’s S$15.1 billion fiscal surplus as a strategic buffer rather than a mere accounting triumph, emphasizing its role in navigating an increasingly contested global environment. The government approved more than...
In a CNN "The Lead" interview, Port of Los Angeles Executive Director Gene Seroka warned that the ongoing Iran‑Israel conflict has effectively shut the Strait of Hormuz, halting tanker traffic and driving U.S. crude to $81 a barrel – the...
The interview with Jim Meter, chief executive of the U.S. Soybean Export Council, highlighted the organization’s role as the international marketing arm for U.S. soy and provided an update on export performance as the 2026 Commodity Classic unfolded. Despite earlier...
In this Fast Forward episode, David Lilley – a veteran of the copper trade and co‑CIO of Drakewood Capital – explains how the metal’s historic seven‑year feast‑famine cycles are intersecting with today’s geopolitical turmoil. He argues that the market is...
The episode focuses on the sudden escalation in the Middle East after a U.S. raid on Iran‑linked targets, Iran’s swift retaliation, and the immediate shock to global energy markets. By closing the Strait of Hormuz—through which roughly 19% of world...
Peter Zeihan reports that Panama’s courts voided the Chinese‑backed concession for several canal ports, and the Panamanian government transferred operational control to the Danish firm Marisque. The move ends a years‑long Chinese infrastructure push that many in Washington viewed as...
The video provides a quantitative snapshot of how traders have positioned themselves in the oil market as geopolitical tensions around Iran intensify. Tim walks through charts showing discretionary positioning, highlighting that market participants stayed net long crude while simultaneously taking...
The Atlantic Council panel examined Syria’s path toward economic reintegration, emphasizing how renewed U.S.–Turkey cooperation could shape the country’s reconstruction. Participants highlighted the lingering fallout from fifteen years of war—mass refugee flows, security threats from the PKK, ISIS and Iran,...
The video showcases an unboxing of the Samsung Galaxy Watch Active 2, 40 mm model, presented in a striking pink‑gold finish. The creator, Tyler, walks viewers through the sleek packaging, noting the premium aesthetics of both the watch and its box,...
In a recent interview, former U.S. official James Acton examined the nuclear fallout from recent U.S. strikes on Iranian facilities, questioning the administration’s claim of an imminent non‑nuclear missile threat. Acton noted there is no publicly available evidence supporting a looming...
In a Fourcast episode, Channel 4 News correspondents discuss how the United States has historically betrayed Kurdish allies, citing broken promises in Syria and Iraq. The panel, featuring Secunder Kermani, Lindsey Hilsum, and Anushka Asthana, examines the geopolitical fallout and the impact on regional...
The Center for Economic and Policy Research’s Alex Main previewed the "Shield of the Americas" summit scheduled for March 7 at Trump National Doral Golf Course in Miami. The gathering will bring President Trump together with roughly ten Latin American heads...
Equities slipped as the Strait of Hormuz closure drove oil prices higher. Iranian threats have halted tanker traffic, stranding over 200 vessels and cutting shipments by 90%. U.S. Navy promises escorts but attacks persist, pressuring energy and metal markets. Investors...
Analysts say persistent mortgage rates near 6% reflect a tug-of-war between hawkish inflation signals and a surprisingly muted bond market as geopolitical tensions with Iran and hotter inflation prints failed to push 10-year Treasury yields much above about 4.07%. Fed...
Peter Zeihan explains that Washington is urging Kyiv to stop striking Russian oil infrastructure that serves American oil majors’ investments in Central Asia. The request stems from recent Ukrainian drone attacks on the Novorossiysk terminal, a key Black Sea loading...
The Atlantic Council hosted Export‑Import Bank Chairman John Jovanovic to outline the U.S. administration’s blueprint for restoring global competitiveness. Jovanovic framed the bank’s mission around four strategic pillars—returning to fundamentals to re‑industrialize America, asserting energy dominance, securing supply‑chain resilience,...
The video examines how the escalating US‑Israel‑Iran conflict is reshaping oil markets, with a focus on on‑the‑ground damage to key Middle‑East infrastructure and the resulting inventory bottlenecks. Using high‑resolution satellite imagery, Chaos Intelligence’s chief product officer Augustin Prit details the...
The video explains China’s annual “Two Sessions,” where the nation’s top legislative body, the National People’s Congress (NPC), meets in parallel with the political advisory body, the Chinese People’s Political Consultative Conference (CPPCC), inside Beijing’s iconic Great Hall of the...
China’s leadership announced a modest 2026 GDP growth target of 4.5%‑5%, the weakest full‑year goal since 1991. The range replaces last year’s single‑point forecast around 5% and reflects a cautious outlook as the economy navigates external headwinds and an internal...
Operation Epic Fury is the United States’ newly announced military campaign aimed at degrading the Islamic Republic of Iran’s capacity to project power across the Middle East. President‑directed, the effort concentrates on dismantling Iran’s missile programs, one‑way attack drones, and...
The video features a senior U.S. Department of Defense official discussing how Washington views Europe’s expanding role in NATO’s extended nuclear deterrence, referencing the long‑standing Ottawa and summit declarations that the United Kingdom and France’s independent nuclear forces bolster alliance...
The video examines how the escalating Iran‑Israel confrontation could tighten global oil markets, driving up energy costs and reverberating through every stage of the supply chain. Analysts note that energy accounts for roughly 15‑20% of the price of most consumer goods....
According to a New York Times report, Iran has initiated back‑channel communications aimed at ending the ongoing war, marking the first positive development in the past 100 hours. The rumor sparked a risk‑off rally, lifting the S&P 500 and pulling down...
Professor Ofer Baron, a distinguished operations‑management scholar at the University of Toronto, discussed the ramifications of recent Israeli‑U.S. air strikes on Iran and the ensuing disruption of oil flows through the Strait of Hormuz. He highlighted that roughly 20% of...
The video examines why investors are shifting capital beyond the United States as international equities outpaced the S&P 500 in 2025—developed markets rose 32% and emerging markets 34%, while the S&P delivered just under 18%. Analysts cite a confluence...
The video reports that Israel, with U.S. backing, is intensifying a campaign to decapitate Iran’s political and religious hierarchy. After the death of Iran’s Supreme Leader, the Assembly of Experts was slated to convene and select a successor, but Israel...
Traders and analysts warned that recent disruptions around the Strait of Hormuz — driven by security risks, insurance pullbacks and halted LNG pipelines — have effectively constrained shipments of crude, LNG and fertilizer feedstocks. Market moves this week swung between...
The ongoing conflict with Iran is disrupting the Strait of Hormuz, a critical artery for global grain and oilseed shipments. Commodity markets have reacted with sharp price spikes in wheat, corn, and other staples as traders anticipate supply bottlenecks. Shipping...
U.S. equity markets lost their early bounce, with Dow futures hovering flat and the Nasdaq posting modest gains. Strong Chinese manufacturing data lifted gold, silver and copper prices. Meanwhile, U.S. Treasury yields retreated from recent highs and the dollar weakened...
Speakers Michael Every and Craig Tyndale warn that critical minerals and rare earths are reshaping global power as China’s near-monopoly on refining, integrated off-take contracts, and willingness to subsidize losses create strategic choke points Western markets and financiers cannot resolve...
The Carnegie‑Endowment interview spotlights the new volume *Populism and Foreign Policy*, which examines how populist regimes reshape diplomatic conduct, with a particular focus on India’s Modi government. The authors, Sandra Dradi and Johannes Blegeman, argue that populist influence is not automatic;...
The video examines speculation that the Trump administration is considering a bold move to seize Iran’s Kharg Island, the primary hub for 80‑90 percent of the nation’s oil exports, as tensions between the United States, Israel, and Iran intensify. It...
The Future of Finance 2026 panel featured SEC Chairman Paul Atkins and CFTC Chairman Michael Selig outlining a coordinated regulatory agenda for digital assets. Both leaders emphasized that, while Congress works on a comprehensive statutory framework, the agencies are...
The video highlights how the ongoing Iran‑related conflict is beginning to reverberate through the global oil market. Over the past three days, roughly 15‑20 million barrels per day—about five percent of world crude output—have been held back, creating a supply...
The video examines whether Britain’s navy can counter a sudden Iranian drone attack after an unmanned aircraft landed on RAF Akrotiri in Cyprus, raising doubts about the United Kingdom’s ability to protect forward bases in a volatile region. Analysts note that...
The video dissects Iran’s faltering deterrence amid the escalating Middle‑East conflict involving Israel, the United States, and Iran itself. It argues that Iran’s 2024 missile campaigns—codenamed True Promise 1 and 2—served less as a show of force and more as a live‑fire...
Analysts say the conflict with Iran has produced only a modest immediate move in mortgage markets but could push rates higher if it escalates. Safe‑haven flows initially drove 10‑year yields down to about 3.9%, then yields climbed back toward ~4.0%...
Japanese strawberries are finding a lucrative niche overseas, with U.S. consumers especially enamored by their intense sweetness. A recent NHK World‑Japan report highlights how producers and entrepreneurs are leveraging the fruit’s premium reputation to tap into high‑end dining and retail...
The Deep Dive podcast examines former President Donald Trump’s aversion to a drawn‑out war with Iran, emphasizing his preference for brief conflicts that avoid U.S. casualties. Expert Jean‑Loup Samaan notes that Trump’s foreign‑policy calculus prioritizes political optics over long‑term strategic...
China will soon release its next five‑year plan, outlining development goals through 2030 and beyond. The blueprint is expected to pivot toward domestic consumption, high‑tech self‑sufficiency, and a greener economy while addressing demographic headwinds. Beijing will likely tighten regulation on...
