RT Nick Szabo (@NickSzabo4)@MartyBent It's also a globalization and immigration problem. Housing prices in gold over the last few decades aren't greatly higher, but wages in gold are much lower. Why? Greatly increased labor competition. ...

A rollback of globalization is creating new opportunities for infrastructure investing, according to the head of Macquarie Group https://t.co/7xzxtwbRLg ...

All right. So, John, uh, you wrote a very interesting, basically an op-ed ad on LinkedIn. Um, I want to start off with your your company's individual impact.Just roughly, what percentage of your workers are under H-1B visas. Oh, a negligible of our 2500 employees, I think it's fewer than three. Um, we are, our team is global and has been global since day one.Uh, we are at the first and last mile of global trade. So, this won't have an impact on paneer specifically in any way. Um but it does have an impact u ...

RT Bloomberg Live (@BloombergLive)"As this content is globalization, you're now creating international stars and celebrities and role models and idols," @ares_management’s Michael Arougheti speaks on how sports globalization increases team valuation with @jasonkellynews at #PowerPlayers. https://t.co/P9CjQ27adQ ...

On Trumponomics, journalist and author Ben Chu explains why economies—and particularly the US—shouldn’t take globalization for granted https://t.co/6r8w2rRDdM ...

Global Economic Outlook - The US is behaving like a developing nation, exhibiting core market correlations more common in developing countries, such as currency weakening despite rising yields and the breakdown of negative correlations between bonds and equities [4] - The market initially had an 80% probability of a "Reagan moment" but fluctuated to below 50% by early April, and is now around 70%, indicating uncertainty about whether the US will experience a positive transformation or stagflation and recession [6] - There's a 50/50 chance of either "globalization light" or total fragmentation, with the outcome depending on how other countries react [6] Market and Corporate Reactions - The market views US corporations as strong with good balance sheets and innovations, and believes the US is escalating trade tensions to de-escalate, expecting either deadline extensions or favorable outcomes from negotiations by August 1st [8][9] - CEOs are generally in a "wait and see" mode, postponing major investment plans due to uncertainty about tariffs (e g, whether they will be 30% or 10%, volatile or fixed), impacting supply chains and market strategies [11][12] - Financial markets have adapted to the idea that deadlines will be pushed back, but the ultimate destination of trade policies remains unknown [14][15] Trade and Geopolitical Risks - Mexico was surprised by the potential 30% tariff, indicating that countries not currently in focus could quickly become targets [20] - China is not out of the woods regarding tariff issues and is no longer a locomotive of global growth, with concerns that it may start dumping exports, especially on the European Union, causing trade tensions [21][22] - The EU is preparing a response to US tariff threats and may seek alliances with other countries [23] Investment Strategies - European financial markets have outperformed US markets in the first quarter by 17 percentage points, benefiting from an excessive overweighting of US assets at the start of the year [26] - For Europe to continue outperforming, it needs to attract capital back, which it hasn't been doing sufficiently [27] - Companies are considering "C plus many" or "many" strategies for supply chains, reducing reliance on China and increasing resilience, which involves rewiring supply chains and is time-consuming and expensive [18]

Geopolitical Strategy - The region discussed could benefit from Donald Trump's retreat from globalization [1] Economic Impact - The episode explores why the region could be a winner [1]