The recent BRICS summit, hosted by South Africa, was perhaps the most meaningful yet, inviting new members and announcing plans on de-dollarization, development funding and trade relationships. Many challenges and questions remain about the implementation of planned new financial and trade infrastructure given the difficulties building new financial plumbing, the competition within the group and… Continue reading BRICS Summit: Big Plans, Implementation Challenges
Category: China
GCC-China Trade Ties
In early April, I was delighted to join Sun Degang and Nasser Saidi in a discussion about GCC-China Trade and Investment hosted by the Robert Mogielnicki of the Arab Gulf States Institute in Washington. The trigger for the discussion was the progress in negotiating the long-delayed GCC-China FTA, which has been under discussion for decades,… Continue reading GCC-China Trade Ties
Sanctions Policy Under the Biden Administration: What do we know so far?
In May 2021, I had the fun opportunity to reflect on the first few month of Biden admin sanctions policy with Tatiana Serafin and Nick Gvosdev of the Doorstep podcast sponsored by the Carnegie Council. You can watch the video below or read the transcript in full (some excerpts can be found below). Overall in… Continue reading Sanctions Policy Under the Biden Administration: What do we know so far?
Covidnomics, Policy Response and Coercive Policies
covidnomicsoctDownload A recent presentation on some of the global economic risks, including fiscal drag, another round of lockdowns and some potential policy shifts in the U.S. and whether China will be a major source of demand/credit. Covid-19 has reinforced existing economic and geopolitical frictions, pressured fractured supply chains, dampened migration, amplified investment and export restrictions… Continue reading Covidnomics, Policy Response and Coercive Policies
Assessing the Next Wave of Macro Stress from Covid19
This piece updates my earlier analysis (late January) on Covid19 and is accompanied by a short note that looks in more detail at some longer term trends. My January analysis highlighted the importance of the policy response including the quarantines and travel cancellations in driving economic impact, making the impact unprecedented. The global economic impact began… Continue reading Assessing the Next Wave of Macro Stress from Covid19
Economic impacts of the Novel Coronavirus: What to Watch
The coronavirus onset in China and escalating policy response has hit global markets over the last week investors fear that it will hurt global growth. The policy response has shut down many key transport nodes and forced quarantines of urban areas where over 50 million people live. Meanwhile, many international airlines and stopped flights to… Continue reading Economic impacts of the Novel Coronavirus: What to Watch
Ziemba Insights 