US-China Trade War—Round 2
China Beige Book's Shehzad Qazi pegs the probability of a US-China trade war in 2025 at 100%. Is India the next China? What does slower growth in China mean for the global economy? Get Shehzad's take in our interview.
Mag Seven Earnings, The Fed Holds, China's Economic Outlook
On today's episode, we parse through earnings results from Microsoft, Meta, and Tesla with George Cipolloni, Portfolio Manager at Penn Mutual Asset Management. He also shares his reaction to the Federal Reserve's decision to leave its benchmark interest rate unchanged. Plus - a temperature check of…
China's 'Two Sessions' Kick Off Ahead of Trump Tariff Barrage
On today's episode, we preview the Chinese Communist Party's 'Two Sessions' meetings and the impact they may have on the country's economy with Shehzad Qazi, COO and Managing Director at China Beige Book International. Plus - with US President Donald Trump's long-awaited tariffs set to take effect,…
US-China Decoupling Threat
China Beige Book International Chief Operating Officer Shehzad Qazi examines President Donald Trump's latest salvos in the US-China trade war and discusses the odds of an economic decoupling between the two superpowers.
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The Economic Fallout from Trump's China Tariffs | Shehzad Qazi
In Episode 411 of Hidden Forces, Demetri Kofinas speaks with Shehzad Qazi of China Beige Book about the impact Trump's China tariffs are having on the U.S. and Chinese economies and prospects for a grand bargain.
Demetri and Shehzad discuss:
The material impact that the trade war has had thu…
Episode 10: Shehzad Qazi - Can China decouple from U.S. & Survive?
SHEHZAD QAZIAs the firm-wide operations lead, Shehzad oversees product innovation, client services, new businessacquisition, and corporate strategy at China Beige Book International. Since 2012, Shehzad has helped develop data collection for the China Beige Book™ platform and supervised the analyti…
Tariffs and Tensions: A Deep Dive Into U.S.-China Relations
In this episode of Capital Considerations, Tony Roth and Shehzad Qazi, managing director at China Beige Book, offer an unfiltered analysis of China’s economic outlook and its complex relationship with the United States. While China's manufacturing and policy support are keeping growth afloat, deep-…
Trump Tariff Deadline Rattles APAC Markets
Asian shares edged lower at the Wednesday open after President Donald Trump said he won't delay the July 9 deadline for imposing higher levies on trading partners, ratcheting up trade tensions yet again.
Back in June, China and the US reaffirmed their May trade truce, sustaining a rebound in trade…
US Core CPI Picks Up on Services; Goods Inflation More Subdued
Watch Bloomberg Busine every day on YouTube: http://bit.ly/3vTiACF.Underlying US inflation accelerated in July though the cost of tariff-exposed goods didn’t rise as much as feared, boosting expectations that Federal Reserve officials will lower interest rates when they meet next month.The core con…
Global Bond Anxiety Builds on Long-Term Debt Cost Increase
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACFSovereign borrowing rates are surging around the world, with yields on 30-year US Treasuries rising to the highest since 2007. Plus, a selloff in chipmakers sent stocks l…
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