Videos
Zeihan on Europe post US
DBS – 2024 Markets and Economic Outlook
Goldman Sachs – China Property and Global Markets
Nobel Week Dialogue – The Future of Migration
Royal Institute – What is the future for Generative AI?
Big Think – Debunking Doomerism
Reads
Macro & Markets
- Maersk preparing to resume shipping through Red Sea – BBC
- Global 2024 staple food supplies to be strained by dry weather, export curbs – Reuters
- Red Sea attacks: How will global trade be affected? – DW
- Why an erratic Fed could pose biggest risk to global economy in 2024 – SCMP
Americas
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- Americans ramped up spending during the holidays despite some financial anxiety and higher costs – AP
- The Federal Reserve could do what was thought impossible: Defeat inflation without a steep recession – AP
- US buys 3 million barrels of oil for strategic reserve – Reuters
- Joe Biden calls for probe into US Steel sale to Japan’s Nippon – BBC
- Canada’s economy flatlines, but soft landing still possible – Financial Post
- A ‘war’ effort to build homes will need more than a mere catalogue – Financial Post
- US inflation cools considerably in November – RTE
- It’s okay to be optimistic about the economy next year – Vox
Europe
- UK at risk of recession after economy shrinks – BBC
- Pint of wine anyone? UK looks to bring back ‘silly measure’ – Guardian
- ‘Free-from’ food increasingly unaffordable in UK, experts warn – Guardian
- ‘Our food bills are off the scale’: how high costs affect people in England with special dietary needs – Guardian
- England has ‘twice as many empty homes as families stuck in B&Bs’ – Guardian
- Should Germany be concerned over its national debt? – DW
- Does Germany need to rethink globalization? – DW
Asia
- How China became the world’s largest debt collector – DW
- China economists expect slower 4.6% growth in 2024 – Nikkei Asia
- China’s middle class does not ‘dare to spend’ until post-Covid economy shows clear signs of recovery – SCMP
- China’s BYD set to overtake Tesla as world’s most popular EV maker – Japan Times
Oceania
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- Australian firms set up to promote agriculture get charity tax concessions despite billion-dollar revenue – Guardian
- Cocaine packages totalling 124kg found washed up on beaches between Sydney and Newcastle – Guardian
- ATO given clear legal advice before launching ‘robotax’ debt campaign – Guardian
- Australia and Japan must recast their energy relationship – Nikkei Asia
- Australia narrowly avoided recession this year — what these experts think will happen in 2024 – ABC
- 2023 was the Great Tightening as life and choices got harder for most – ABC
- ACT Government agrees to consider trial of four-day work week – RiotACT
- Interest rates will eventually fall but it’s a bit early for borrowers to break out the champagne – The Conversation
…and furthermore…
- The secret life of gift cards: Here’s what happens to the billions that go unspent each year – AP
- As social media guardrails fade and AI deepfakes go mainstream, experts warn of impact on elections – AP
- Interactive AI to break onto the scene in 2024 – DW
- Samsung’s next Galaxy phones to feature instant call translation – Nikkei Asia
- Weak trading in carbon credits blunts world decarbonization drive – Nikkei Asia
- How the retailing contest between CBDs, shopping centres and online will reshape our cities – The Conversation
- Inflation dictates, consumers adapt amid rising prices – RTE
- AI use at work is skyrocketing — and it’s just the beginning of a massive shift – Financial Post
- Chemicals and materials to play key role in chips as 2-nm milestone nears – Nikkei Asia
- Amid allegations of price gouging, it’s time for big supermarkets to come clean on how they price their products – The Conversation
- The OpenAI saga demonstrates how big corporations dominate the shaping of our technological future