Venn Strategies’ Post

Listen to our latest episode on Sound Economies with Mel & Peter on the global financial markets. This time around, we discuss the high volatility in the Chinese stock market over the past week, China's tit-for-tat response to EU tariffs with its own "brandy tax," the sustained contraction of the German economy, and positive global spillovers from the US that has been anchoring global growth. Here is the podcast link: https://lnkd.in/e2W5ZXV5 With the best regards, Peter Lundgreen

New Episode Alert! Episode 9 of Kev Talks Podcast: Real World Global Logistics is here, and you won’t want to miss this one! Episode Title: Tariffs, Trade, and a Killer Mustache: Jason Miller on the Global Logistics Landscape In this insightful and engaging episode, my co-host Kevin Higgins and I sit down with Jason Miller, a renowned professor and expert in supply chain analytics, to tackle the complexities of global trade policy and its impact on logistics and the economy. Here’s a glimpse of what we cover: ✅ Tariff Trends: The likelihood of increased tariffs on Chinese goods and what it means for global trade. ✅ Strategic Insights: How taxing high-value imports like cell phones could reshape international negotiations. ✅ Industry Impacts: The ripple effects on Canada, Mexico, and key sectors like automotive and steel production. ✅ Economic Parallels: Lessons from the 1970s and 1980s inflationary challenges for today’s policymakers. ✅ 2025 Predictions: Will inflation ease, or will interest rates rise again? Jason also shares candid reflections on his career as a professor, his thoughts on U.S. Steel’s future, and the role of “sensible rules” in fostering competitive industries.   Highlight Moment: Tune in to see Jason’s “killer mustache” that Kevin Higgins couldn’t resist calling out! 🎧 Listen now: Spotify: https://lnkd.in/gMZ_W-Ra Apple Podcasts: http s://https://lnkd.in/gpuGmkf5 YouTube: https://lnkd.in/giFu4VRQ This episode is packed with insights, humor, and a fresh perspective on the ever-evolving global logistics landscape. If you’re passionate about trade, supply chains, or the economics driving global commerce, this one’s for you! Let us know your thoughts in the comments! #KevTalksPodcast #GlobalLogistics #SupplyChain #TradePolicy #Tariffs #Economics Kevin Higgins

Listen to our latest episode on Sound Economies with Mel & Peter on the global financial markets. This time around, we discuss the high volatility in the Chinese stock market over the past week, China's tit-for-tat response to EU tariffs with its own "brandy tax," the sustained contraction of the German economy, and positive global spillovers from the US that has been anchoring global growth. Here is the podcast link: https://lnkd.in/e2FUQTYG With the best regards, Peter Lundgreen

Earlier this week I spoke to the Trade Bites podcast as part of a panel discussing scrutiny of trade policy and new free trade agreements. The podcast was released today and you can listen to it here: https://lnkd.in/df4c78gY #trade #parliament #internationallaw #scrutiny

New Episode Alert! Episode 9 of Kev Talks: Real World Global Logistics is here, and you won’t want to miss this one! Episode Title: Tariffs, Trade, and a Killer Mustache: Jason Miller on the Global Logistics Landscape In this insightful and engaging episode, my co-host Kevin Higgins and I sit down with Jason Miller, a renowned professor and expert in supply chain analytics, to tackle the complexities of global trade policy and its impact on logistics and the economy. Here’s a glimpse of what we cover: ✅ Tariff Trends: The likelihood of increased tariffs on Chinese goods and what it means for global trade. ✅ Strategic Insights: How taxing high-value imports like cell phones could reshape international negotiations. ✅ Industry Impacts: The ripple effects on Canada, Mexico, and key sectors like automotive and steel production. ✅ Economic Parallels: Lessons from the 1970s and 1980s inflationary challenges for today’s policymakers. ✅ 2025 Predictions: Will inflation ease, or will interest rates rise again? Jason also shares candid reflections on his career as a professor, his thoughts on U.S. Steel’s future, and the role of “sensible rules” in fostering competitive industries.  Highlight Moment: Tune in to see Jason’s “killer mustache” that Kevin Higgins couldn’t resist calling out! 🎧 Listen now: * Spotify: https://lnkd.in/gy6s9vKZ * Apple Podcasts: https://lnkd.in/gKtQYW5b * YouTube: https://lnkd.in/gctCe428 This episode is packed with insights, humor, and a fresh perspective on the ever-evolving global logistics landscape. If you’re passionate about trade, supply chains, or the economics driving global commerce, this one’s for you! Let us know your thoughts in the comments! #KevTalksPodcast #GlobalLogistics #SupplyChain #TradePolicy #Tariffs #Economics Kevin Higgins Kevin Parkerson

In this episode of the Sparta Market Outlook Podcast, Rachel, Neil, Philip, and James explore the latest oil market trends, focusing on OPEC+ strategies, rising refining margins in Europe and Asia, and tightening product markets due to reduced Chinese exports and Middle Eastern supply constraints. They also examine price divergences between sweet and medium crude grades and their implications for refining. Geopolitics take center stage as the team discusses U.S.-Iran relations and potential shifts under new U.S. leadership. The episode concludes with insights on regional stock levels, refinery outages, and export trends, highlighting key factors like OPEC’s decisions, geopolitical risks, and supply-demand dynamics shaping Q1 2025. Listen here: https://lnkd.in/eJyV2GP4 SUBSCRIBE: Spotify: https://lnkd.in/dzNTiPWk Apple Podcasts: https://lnkd.in/dYscqbEa Amazon Music: https://lnkd.in/dkk9WXW6 #oott #oilandgas #commoditytrading #fintech #trading #insight #data

Another trade war? Donald Trump’s proposed tariff hikes on major trading partners could spark a trade war which will drive the end of a globalized economy plus more local and circular chemical supply chains. Listen to William Beacham interview Nigel Davis and Paul Hodges in this Think Tank about possible repercussions of the anticipated tariffs: https://lnkd.in/d8fpxDtP #ICIS #petrochemicals #US #China #Trump #tariffs #ThinkTank #podcast

Tariffs, a trade war, further deglobalisation? What could this U.S presidential election bring on trade policy? 🎙 Join me and our experts Gil Fortgang, Washington Analyst and Chris Kushlis, Chief Emerging Markets Macro Strategist on the next episode of our T. Rowe Price podcast "The Angle". 💡 We explore: - The current state of U.S. trade policy and the move towards protectionism - Key issues we should look out for - including 'rules of origin' - Implications of a 60% tariff on China and a universal tariff on everyone else - Rolling back tariffs and the famous 'Chicken War' of the 1960s - Potential response mechanisms - Broader ripple effects on growth, inflation, consumers and industries both in the US and abroad Trade policy and how it evolves could have implications for all of us. You can listen here: 👉https://lnkd.in/ew3b99FA *available on Spotify & Apple Podcasts. #USelection #markets #macroeconomics #investing #future #podcast Alan McCheyne Clare C. Darshini Shah

EP59: China’s overcapacity problem aka Dumping In this episode of my podcast, we examine the issue of China’s overcapacity problem and its impact on global trade. The problem arises from excessive production in various sectors like steel, cement, and solar panels, leading to low export prices and accusations of dumping by China’s trading partners. These low prices threaten the viability of foreign competitors and distort global markets. We analyze the factors contributing to overcapacity, including government subsidies, tax breaks, and strategic policies aimed at promoting domestic industries. They also explore the consequences of China’s overcapacity, such as deflationary pressures, trade tensions, and the potential for economic instability. We conclude by discussing the challenges posed by China’s overcapacity, emphasizing the importance of maintaining fair trade practices and competitive neutrality in the global economy. As always the podcast is available with the link below and also on Apple Podcasts and Spotify. https://lnkd.in/ek-WGutj

A recent bill introduced by Senator Marco Rubio and Senator Tom Cotton seeks to suspend permanent normal trade relations (PNTR) with the People’s Republic of China.  For more information on this issue, listen to this recent Two Minutes in Trade Podcast. If you are in Trade, you definitely want to keep up with this one (both the TMIT Podcast which is always awesome and the bill)