Fight or Flight
After another flurry of U.S. tariff announcements, Gaurav and team unpack what it all means for Europe. As the clock ticks toward the new August 1 deadline, the prospect of an EU-U.S. deal looks touch...
22 Jul 202554min
What Goes Up Must Come Down
Hot on the heels of President Trump’s latest tariff salvos, Stefan, Katrina and Denise break down the dizzying hikes and what they spell for Asia’s export-driven economies. No matter where tariffs eve...
15 Jul 202543min
German Lessons
Gaurav and the team are joined by Ben Acton-Bond for a special episode on Germany. Ben explains how the German economy is likely to fare in the face of higher U.S. tariffs, amid mixed signals from the...
8 Jul 20251h 1min
Negotiating Around Tariffs: The Expanding Relationship Between Europe and Southeast Asia
Steve, Katrina and Gaurav welcome Karl Godderis, the CEO of EUROCHAM in Malaysia for an in-depth conversation about the expanding trade relationship between the EU and Southeast Asia. While tariffs ar...
2 Jul 202550min
That Sinking Feeling
Gaurav, Kamil, and Barbara return for a timely discussion on the rising risks of recession in Europe. They begin by unpacking four major threats currently weighing on the region’s outlook. Gaurav open...
24 Jun 20251h 7min
Leverage, Leverage, Leverage
Fresh off the heels of a U.S.-China trade truce reached in London, Ambassador Kurt Tong , Managing Partner at The Asia Group joins the Asia podcast crew. The team discusses the implications of the cha...
17 Jun 20251h 6min
Stockpiling, Sales and Storms
With new euro zone data releases, and an ECB decision to boot, there is plenty to talk about. Gaurav and team roll up their sleeves and do what they do best: analyze the numbers. Gaurav and Kamil kic...
10 Jun 20251h 9min
China’s Back Door Through Mexico—A Gateway or a Wall?
Steve and Stefan discuss with their colleague Jesse Rogers the complex role of China in the Mexican economy and in Mexico’s exports to the U.S. Jesse shares his research showing China’s important role...
4 Jun 20251h 11min
