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Kopi Time 121 - IMF meetings takeaways with PwC's Dr. Alexis Crow

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Content provided by Marco Sparmberg and DBS Bank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marco Sparmberg and DBS Bank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

We catch up in Washington DC with Dr. Alexis Crow, lead, Global Geopolitical Investing Practice, pwc. Recorded on the last day of the IMF-World Bank 2024 spring meetings, we go over the key takeaways from our interactions with policy makers and analysts. From a mild upgrade in global growth forecasts to taking stock of the scarring of the pandemic, there was a sense of cautious optimism during the meetings. Ongoing geopolitical strife of course remained a shadow, and concerns were expressed on the impact of lingering high interest rates on various economies and markets. China-US tussle over economic overcapacity and industrial policy looks likely to intensify, although there has been a welcome rise in engagement between the world’s two largest economies. We also discuss the latest deliberations on AI, climate change, and sticky inflation.

See omnystudio.com/listener for privacy information.

  continue reading

100 episoade

Artwork
iconDistribuie
 
Manage episode 413833075 series 2902435
Content provided by Marco Sparmberg and DBS Bank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marco Sparmberg and DBS Bank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

We catch up in Washington DC with Dr. Alexis Crow, lead, Global Geopolitical Investing Practice, pwc. Recorded on the last day of the IMF-World Bank 2024 spring meetings, we go over the key takeaways from our interactions with policy makers and analysts. From a mild upgrade in global growth forecasts to taking stock of the scarring of the pandemic, there was a sense of cautious optimism during the meetings. Ongoing geopolitical strife of course remained a shadow, and concerns were expressed on the impact of lingering high interest rates on various economies and markets. China-US tussle over economic overcapacity and industrial policy looks likely to intensify, although there has been a welcome rise in engagement between the world’s two largest economies. We also discuss the latest deliberations on AI, climate change, and sticky inflation.

See omnystudio.com/listener for privacy information.

  continue reading

100 episoade

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