Podcasts about covid zero

As Covid zero zealots call for a return to mandatory masking, two infectious disease specialists say a return to masking is not needed. Plus, Conservative Party of Canada members will be voting on resolutions to make candidate nominations fairer and more transparent and to ban lobbyists from serving on the party's governing body. True North will be in Quebec City to provide in-depth coverage of the convention! And one year after Prime Minister Justin Trudeau shut down the idea of supplying Germany with LNG, one of the country's largest energy companies is dismantling a wind farm to make room for an open-pit coal mine. Tune into The Daily Brief with Cosmin Dzsurdzsa and Andrew Lawton! Learn more about your ad choices. Visit megaphone.fm/adchoices

Despite us living in a post-pandemic world, there seem to be a growing number of places eyeing a return of masks, and Covid Zero fanatics pushing for another cycle of boosters, restrictions and paranoia. True North's Andrew Lawton says they can try, but people aren't going to go along with it again. Also, Whistle Stop Cafe owner Chris Scott has been acquitted on charges of breaching the last round of Covid restrictions. And new Alberta court ruling means some Covid fines will be refunded, but is this the victory against lockdowns some people think? Lawyer Sarah Miller of JSS Barristers joins the show to weigh in. Plus, the federal government's virtue signalling foreign policy has led to a Global Affairs Canada warning to LGBT Canadians travelling to the United States. Learn more about your ad choices. Visit megaphone.fm/adchoices

No podcast ‘Notícia No Seu Tempo', confira em áudio as principais notícias da edição impressa do jornal ‘O Estado de S.Paulo' desta quinta-feira (17/08/2023): O Brasil assiste a um avanço acelerado no número de templos evangélicos. Somente em 2019 foram abertos 6.356 templos no Brasil, média de 17 por dia, de acordo com estudo do cientista político Victor Araújo, pesquisador associado ao Centro de Estudos da Metrópole, ligado à Fapesp. O Espírito Santo é o Estado mais evangélico, com 93 templos por 100 mil habitantes. O Nordeste tem a menor adesão. O estudo registrou 109,5 mil templos de diversas denominações no País, ante cerca de 20 mil em 2015. O predomínio é das pentecostais (48.781). Entre os motivos para o boom estão o enfraquecimento do catolicismo e a participação de mulheres em postos de liderança nas denominações evangélicas. E mais: Política: Conselhos inflam salários de ministros de Lula; Itaipu esconde valor de jetons Economia: Ibovespa tem 12 quedas seguidas e bate recorde negativo de 53 anos Internacional: Recuperação da China esbarra em crise imobiliária e políticas de Xi Metrópole: ‘Another Brick in the Wall' em versão ondas cerebraisSee omnystudio.com/listener for privacy information.

Thousands of African students are back in class again in China following a three-year absence due to the pandemic and Beijing's strict COVID Zero travel restrictions.But doctoral students from Africa and elsewhere are confronting new challenges in completing their degrees, according to research done by a trio of Oxford University scholars.David Mills, Anding Shi, and Natasha Robinson join Eric, Cobus, and Geraud to discuss how Chinese universities are "moving the goal posts" for doctoral students by introducing new publishing requirements that make it difficult for them to complete their degrees.JOIN THE DISCUSSION:Twitter: @ChinaGSProject| @stadenesque | @eric_olander | @christiangeraudFacebook: www.facebook.com/ChinaAfricaProjectFOLLOW CAP IN FRENCH AND ARABIC:Français: www.projetafriquechine.com | @AfrikChineعربي: www.akhbaralsin-africia.com | @AkhbarAlSinAfrJOIN US ON PATREON!Become a CAP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CAP Podcast mug!www.patreon.com/chinaafricaprojectSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Photo: No known restrictions on publication. @Batchelorshow #PRC: #Uyghurs: Can Xi be turned from the cruelty as he was turned DEOM Covid-zero? Nury Turkel https://www.foreignaffairs.com/china/chinas-new-anti-uyghur-campaign

Pauta:1)      O “8 de janeiro” e seus impactos geopolíticos2)      O mais graduado general russo assume as operações na Ucrânia3)      ESTAMOS DE OLHO: a) Instabilidades no Peru e a integração Brasil-Argentina; b) O pós-COVID Zero na CHINA c) Fórum econômico de Davos4)      Boas Notícias

With China easing its restrictions but facing surging Covid cases, we find out what the economy's reopening mean for the country in 2023. We also hear how it will impact tourism in the region, with other countries looking forward to welcoming Chinese tourists. Elsewhere, one of the biggest technology shows in the world is underway in Las Vegas. Learn about what this year's biggest trends are. (Picture: A couple wearing face masks walk along a shopping district in Beijing, China, 06 January 2023. Credit: Photo by MARK R CRISTINO/EPA-EFE/REX/Shutterstock)

Pauta:1) Zelensky e sua primeira viagem desde o início da Guerra;2) Japão confirma orçamento de defesa recorde;  3) Estamos de Olho para 2023: a) Instabilidades da América Latina; b) China e o pós-COVID Zero;  c) Irã x Israel.4) Boa notícia: O lançamento do primeiro foguete comercial na Base de Alcântara. 

Bloomberg Businessweek Editor Joel Weber and Bloomberg News US Economy Reporter Reade Pickert discuss US child-care providers facing a tough choice of either rolling back pay increases for workers or raising prices for families as a crucial source of emergency funding is running out. Bloomberg New Economy Editorial Director Erik Schatzker talks about China's President Xi staying silent as the Covid Zero strategy he championed is crumbling. And we Drive to the Close with Charles Lemonides, Founder and CIO at ValueWorks. Hosts: Katie Greifeld and Scarlet Fu. Producer: Paul Brennan.  See omnystudio.com/listener for privacy information.

Finally, China's sloughing off the Zero Covid policy it's embraced for three years. This followed a spasm of discontent, with people taking to the streets to demonstrate against Zero Covid, in protests that quickly spilled over to demand democracy and Xi Jinping's resignation. Beijing's adaptive authoritarianism is in full sight, as the state eases Covid controls and reverses three years of rhetoric on the dangers of the virus. To ask whether the protests were a flash in the pan, we're joined by William Hurst, Chong Hua Professor of Chinese Development at Cambridge University, Chenchen Zhang from Durham University, producer and co-host of the Shicha Podcast and Zeyi Yang, China reporter at MIT Technology Review. Image: Vigil at Southwest Jiaotong University, c/- Wikimedia CommonsSee omnystudio.com/listener for privacy information.

Otimismo com flexibilização da política de Covid Zero tem melhorado humor nos mercados financeiros chineses e número de investidores nas bolsas por lá aumentam em quase dois milhões nos últimos dois meses. Inscreva-se e receba a newsletter:  https://bit.ly/2Gl9AdL Confira mais notícias em nosso site:  https://www.oantagonista.com​ Acompanhe nossas redes sociais:  https://www.fb.com/oantagonista​ https://www.twitter.com/o_antagonista ​https://www.instagram.com/o_antagonista https://www.tiktok.com/@oantagonista_oficial No Youtube deixe seu like e se inscreva no canal: https://www.youtube.com/c/OAntagonista

Photo: No known restrictions on publication. @Batchelorshow #PRC: All failing at once on Xi's Covid-Zero watch. Anne Stevenson-Yang, author of the upcoming new edition of China Alone: Return to Isolation, @GordonGChang, Gatestone, Newsweek, The Hill https://www.reuters.com/world/china/covid-confusion-china-authorities-row-back-curbs-2022-12-05/ https://www.dailysabah.com/business/economy/chinas-uneven-covid-easing-sows-confusion-but-comforts-investors

As investors have kept China's road to reopening top of mind, what comes after reopening and how might the Chinese economy and equity markets be impacted? Chief China Economist Robin Xing and Chief China Equity Strategist Laura Wang discuss.----- Transcript -----Laura Wang: Welcome to Thoughts on the Market. I'm Laura Wang, Morgan Stanley's Chief China Equity Strategist. Robin Xing: I'm Robin Xing, Morgan Stanley's Chief China Economist. Laura Wang: On this special episode of the podcast we'll discuss our 2023 outlook for China's economy and equity market, and what investors should focus on next year. It's Thursday, December 8th at 9 a.m. in Hong Kong. Laura Wang: So, Robin, China's reopening is a top most investor concern as we head into next year. You've had a long standing call that China will be reopening by spring of 2023. Is that still your view, given the recent COVID policy changes? Robin Xing: Yes, that's still our view. In fact, recent developments have strengthened our conviction on that reopening view. After several weeks of twists and turns following the initial relaxation on COVID management on November 10th, we think policymakers have made clear their intent to stay on the reopening path. We have seen larger cities, including Beijing, Guangzhou and Chongqing, all relaxed COVID restrictions in last week. We have seen the top policymakers confirmed shift in the country's COVID doctrine in public communication, and COVID Zero slogan is officially removed from any press conference or official document. They started the vaccination campaign, and last but not least, we have also see a clear focus on how to shift the public perception with a more balanced assessment of the virus. All of these enhanced our conviction of a spring reopening from China. Laura Wang: What are some of the key risks to this view? Robin Xing: Well, I think the key risk is the path towards a reopening. Before full reopening in the spring, China will try to flatten the curve in this winter. That is, to prevent hospital resources being overwhelmed, thus limiting access and mortality during the reopening process. This is because the vaccination ratio among the elderly remains low, with only 40% of people aged 80 plus have received the booster shot. Meanwhile, the medical resources in China are unevenly distributed between larger cities and the lower tier areas. As a result, we do expect some lingering measures during the initial phase of reopening. Restrictions that could still tighten dynamically in lower tier cities should hospitalizations surge, but we will likely see more incremental relaxation in large cities. So cases might rise to a high level, before a more nonlinear increase occurs after the spring full reopening. So this is our timeline of reopening, basically flattening the curve in the winter when the medical system is ready, to a proper full reopening in the spring. Laura Wang: That's wonderful. We are finally seeing some light at the end of the tunnel. With all of these moving parts, if China does indeed reopen on this expected timeline, what is your growth outlook for Chinese economy both near-term and longer term? Robin Xing: Well, given this reopening timeline, we expect that GDP growth in China to remain subpar in near term. The economy is likely to barely grow in the fourth quarter this year, corresponding to a 2.8% year over year. Growth were likely improved marginally in the spring, but still subpar as the continued fear of the virus on the part of the population will likely keep consumption at a subpar level up to early second quarter. But as normalization unfolds from the spring, the economy will rebound more meaningfully in the second half. Our full year forecast for the Chinese growth is around 5%, which is above market consensus, and that will be largely led by private consumption. We are expecting pent up demand to be unleashed once the economy is fully reopened by summertime. Robin Xing: So Laura, the macro backdrop we have been discussing have made for a volatile 2022 in the Chinese equity market. With widely anticipated policy shifts on the horizon, what is your outlook for Chinese equities within the global EM framework, both in near-term and the longer term? Laura Wang: This is actually perfect timing to discuss it as we have just upgraded Chinese equities to overweight within the global emerging market context, after staying relatively cautious for almost two years since January 2021. We now see multiple market influential factors improving at the same time, which is for the very first time in the last two years. Latest COVID policy pivot, as you just pointed out, and property market stabilization measures will help facilitate macro recovery and will also alleviate investors concerns about policy priority. Fed rate hikes cycle wrapping up will improve the liquidity environment, stronger Chinese yuan against U.S. dollar will also improve the attractiveness for Chinese assets. Meanwhile, we are also seeing encouraging signs on geopolitical tension front, as well as the regulatory reset completion front. Therefore, we believe China will start to outperform the broader emerging market again. We expect around 14% upside towards the end of the year with MSCI China Index. Robin Xing: How should investors be positioned in the year ahead and what effects do you think will be the biggest beneficiaries of China's reopening? Laura Wang: Two things to keep in mind. Number one, for the past three years, we've been overweight A-Shares versus offshore space, which had worked out extremely well with CSI 300 outperforming MSCI China by close to a 20% on the currency hedged basis over the last 12 months. We believe this is a nice opportunity for the relative performance to reverse given offshore's bigger exposure to reopening consumption, higher sensitivity to Chinese yuan strengthening and to the uplifting effect from the PCAOB positive result. Secondly, it is time to overweight consumer discretionary with focus on services and durables. Consumption recovery is on the way. Robin Xing: What are some of the biggest risks to your outlook for 2023, both positive and negative? Laura Wang: I would say the positive risks are more associated with earlier and faster reopening progress, whereas the negative risk would be more around higher fatality and bigger drag to economy, which means social uncertainty as well as bigger macro and earnings pressure will amount. And then geopolitical tension is also worth monitoring in the course of the next 12 to 24 months. Laura Wang: Robin, thanks for taking the time to talk. Robin Xing: Great speaking with you, Laura. Laura Wang: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review on Apple Podcasts and share the podcast with a friend or colleagues today.

O governo da China anunciou nesta quarta-feira (7) dez medidas de flexibilização da política de covid zero adotada no país. O recuo acontece após a onda de manifestações que tomou cidades chinesas e colocou pressão sob o governo do recém-reeleito Xi Jinping. O Durma com Essa explica o momento da pandemia no país e como a China tem lidado com a doença. O programa também conta com a participação de Mariana Vick falando sobre qual é a importância da COP15, a Conferência da ONU para a biodiversidade.

Em um programa atípico, demos uma volta pela bacia do Pacífico, analisando os protestos contra a política de Covid Zero na China.Também visitamos o Velho Continente, com as últimas atualizações da invasão russa à Ucrânia.No mais, repercutimos os diversos atos políticos ocorridos dentro e fora de campo durante a Copa do Mundo, no Catar, além de outras notícias do Oriente Médio.

China has seen a surge in protests in cities all around the country, targeted at the country's Covid Zero policies. But nearly three years into this pandemic, why did they happen now? How does recent economic weakness factor into the demonstrations? And why did the government allow them to go on in the first place? On this episode, we speak with Victor Shih, a professor at the School of Global Policy & Strategy at UC San Diego and author of the new book, Coalitions of the Weak: Elite Politics in China from Mao's Stratagem to the Rise of Xi. Shih explains this perilous moment for China, as it navigates the pandemic, a real estate bust and other assorted economic stresses.See omnystudio.com/listener for privacy information.

Protests are breaking out across parts of China in response to the Chinese government zero COVID restrictions. The number of COVID cases has soared in China in recent weeks, rising at a similar rate to what happened in March this year. The outbreak was quickly brought under control, by the use of the Government's severe measures such as forced external quarantine and city wide lockdowns. But with widespread discontent and protests, it may prove harder to keep this outbreak under control. So is this the end of China's COVID zero? References: China Covid: Shocking protests are huge challenge for China's leaders - Stephen McDonell Associations between COVID‐19 and hospitalisation with respiratory and non‐respiratory conditions: a record linkage study

Protests are breaking out across parts of China in response to the Chinese government zero COVID restrictions.The number of COVID cases has soared in China in recent weeks, rising at a similar rate to what happened in March this year.The outbreak was quickly brought under control, by the use of the Government's severe measures such as forced external quarantine and city wide lockdowns.But with widespread discontent and protests, it may prove harder to keep this outbreak under control. So is this the end of China's COVID zero?References:China Covid: Shocking protests are huge challenge for China's leaders - Stephen McDonellAssociations between COVID‐19 and hospitalisation with respiratory and non‐respiratory conditions: a record linkage study

Protests are breaking out across parts of China in response to the Chinese government zero COVID restrictions. The number of COVID cases has soared in China in recent weeks, rising at a similar rate to what happened in March this year. The outbreak was quickly brought under control, by the use of the Government's severe measures such as forced external quarantine and city wide lockdowns. But with widespread discontent and protests, it may prove harder to keep this outbreak under control. So is this the end of China's COVID zero? References: China Covid: Shocking protests are huge challenge for China's leaders - Stephen McDonell Associations between COVID‐19 and hospitalisation with respiratory and non‐respiratory conditions: a record linkage study

Originally trained as an economist and now the Chief Global Strategist at Principal Asset Management, Seema Shah spends her time looking at the intersection of fundamentals, technicals and valuation. Our conversation first considers the low growth, low inflation era that persisted post GFC but pre-Pandemic and here Seema distinguishes between strong economic expansion and favorable market conditions.  Of course, the opposite has been the case in 2022, as the Fed has been forced to tighten at an exceptional pace and asset prices have suffered amidst strong growth.Noting the importance of watching Central Banks, Seema asserts that you have to recognize when they are in the process of making a mistake, something that became increasingly apparent as 2021 progressed. We turn to inflation. Seema stresses the importance of labor market tightness, how it leads to wage growth and how that imposes challenges on the Fed's mission to reduce inflation.With a view that price pressures will persist and that policy rates will remain higher for longer, Seema and her team are steering clients toward defensive positioning with respect to inflation, focusing on commodities and exposure to infrastructure plays like toll roads and airports. We close our conversation by considering China, where Seema asserts that the transmission of policy stimulus has been impaired by Covid Zero. While the path to reopening is surely uncertain, global growth could see a strong positive impulse at some point in 2023 if lockdown restrictions are eased.I hope you enjoy this episode of the Alpha Exchange, my conversation with Seema Shah.

In this episode Scott discusses why China uses a covid zero policy.

In the most significant dissent in decades, protesters are taking to the streets across China to vent their frustrations over COVID-19 lockdowns. They're not only demanding their freedom back but in some cases in incredibly rare defiance they're demanding President Xi and the Communist party stand aside. Today, ABC East Asia Correspondent, Bill Birtles, on how much longer the Chinese leader can hold on to COVID-zero.  Featured: Bill Birtles, ABC East Asia correspondent

In the most significant dissent in decades, protesters are taking to the streets across China to vent their frustrations over COVID-19 lockdowns. They're not only demanding their freedom back but in some cases in incredibly rare defiance they're demanding President Xi and the Communist party stand aside. Today, ABC East Asia Correspondent, Bill Birtles, on how much longer the Chinese leader can hold on to COVID-zero.  Featured: Bill Birtles, ABC East Asia correspondent

Cities facing COVID restriction represent 60% of China's GDP. Black Friday online sales top $9B in new record; Cyber Monday might be $11.2B. Digital asset lender BlockFi files for bankruptcy. Leftovers - Countries With The Most Golf Courses In The World

Cities facing COVID restriction represent 60% of China's GDP. Black Friday online sales top $9B in new record; Cyber Monday might be $11.2B. Digital asset lender BlockFi files for bankruptcy. Leftovers - Countries With The Most Golf Courses In The World

I talk about where I think these protests are heading and what they mean for Covid Zero and the international situation. First voice memo is from @wstv_lizzi and the second is from @lichtspektrum. The outtro singing is protesters in Shanghai singing the Internationale. Here's my essay on the topic in written form: https://www.chinatalk.media/p/chinas-protests-harbinger-or-passing Learn more about your ad choices. Visit megaphone.fm/adchoices

I talk about where I think these protests are heading and what they mean for Covid Zero and the international situation. First voice memo is from @wstv_lizzi and the second is from @lichtspektrum. The outtro singing is protesters in Shanghai singing the Internationale. Here's my essay on the topic in written form: https://www.chinatalk.media/p/chinas-protests-harbinger-or-passing Learn more about your ad choices. Visit megaphone.fm/adchoices

Covid reaches Andy's home, Noah takes a tumble, and technical difficulties interrupt our discussions of Thanksgiving plans. [CONTENT WARNING] TANcast features mature language and immature hosts but is NOT a representation of the stand up act of Tim Babb. Listener discretion is advised. Get official TANcast T-shirts, mugs, hats and more in the official TANstore: […] The post TANcast 615 – Covid: Zero Stars, Do Not Recommend first appeared on TANcast.

Russian shelling knocks out electricity supplies to large parts of Ukraine, leaving the country with practically no undamaged thermal and hydroelectric power plants. We talk to Natalie Jaresko, a former Ukrainian finance minister. The International Monetary Fund has urged China to boost its Covid-19 vaccination rates in hopes the authorities might soon rework their Covid Zero strategy. This comes as Beijing is struggling to maintain its policy of using mass testing and lockdowns to eliminate the virus. We hear from a local resident in the capital about growing discontent surrounding these restrictions. We also look at the reported clashes between police and workers at the largest iPhone factory in the world, in the Chinese city of Zhengzhou. Covid Zero policies have led to weeks of unrest in these facilities. Credit Suisse has warned it will lose around $1.6 billion in the fourth quarter after customers pulled their investments and deposits over concerns about the bank's financial health. We discuss what's happening at the bank.

Photo: No known restrictions on publication. @Batchelorshow #ScalaReport:  Covid-Zero breaks all confidence in the #PRC supply chain. Chris Riegel, CEO Scsla.com #STRATACACHE  https://www.ft.com/content/77622627-9433-445a-a763-a547b77b58ed?segmentId=114a04fe-353d-37db-f705-204c9a0a157b

US futures are indicating a lower open. European equity markets have had a mixed start, following mostly positive performance in Asia. The market is in for a choppy start after China health officials on Saturday reiterated the intent to maintain the current Covid Zero strategy as daily infections hover near the highest level since early May. Companies Mentioned: Apple, Meta Platforms, Activision Blizzard, Microsoft, Walgreens Boots Alliance, Summit Health, Exxon Mobil

Inscreva-se e receba a newsletter:  https://bit.ly/2Gl9AdL Confira mais notícias em nosso site:  https://www.oantagonista.com​ Acompanhe nossas redes sociais:  https://www.fb.com/oantagonista​ https://www.twitter.com/o_antagonista ​https://www.instagram.com/o_antagonista https://www.tiktok.com/@oantagonista_oficial No Youtube deixe seu like e se inscreva no canal: https://www.youtube.com/c/OAntagonista

Porta potties, blue fences, and angry old men: What does community lockdown in Beijing look like?Click here to read the article by Anthony Tao.Narrated by Anthony Tao.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A teenager in Iran during the 1979 revolution, Maziar Minovi experienced first-hand how disruptive the impact of politics can be on economic security. Motivated by this personal experience he would pursue a Ph.D. in international finance and economic development and ultimately find his way to the investment industry in the early 1990s, just as the Tequila Crisis was underway. Maziar shares early lessons learned from navigating the complicated world of sovereign debt, recalling Russia's decision to simultaneously default and devalue in 1998.Our conversation shifts to present-day issues and the work Maziar is doing as CEO of Eurasia Group, where he spearheads a team delivering deep-dive analysis on geopolitical risks. Advising some of the largest investors and corporations globally, Maziar has sought to overlay experience gained over 25 years in markets, asking always, "what's priced in?". First, we talk inflation and the resulting election turnover of political parties that occurs more frequently when inflation is high.We also discuss geopolitical hotspots around the world. Among them, Russia, China, and even the US. On China, Maziar worries that the commitment to Covid Zero will prove costly from a growth perspective and that debt sustainability considerations should not be overlooked. On the US, as midterms approach and the 2024 election cycle comes into view, he and team are concerned about vulnerabilities in the present-day framework of elections.I hope you enjoy this episode of the Alpha Exchange, my conversation with Maziar Minovi. 

The Chinese government's biggest political gathering comes at a time of numerous challenges.Next week will see a major gathering of China's top officials known as the National Congress of the Chinese Communist Party. This event only happens twice every decade, and this particular Congress is happening at an extraordinary time for both the Chinese government and the country. Not only are officials grappling with the impact of strict pandemic-related restrictions known as Covid Zero, but they're also facing turmoil in the economy and the real estate sector. At the same time, external pressures are picking up, with the US recently imposing sweeping curbs on the way semiconductor companies do business with China. So what's on the agenda for this major political event and what can it tell us about the future direction of the Chinese economy? Dan Wang, China technology analyst at Gavekal Dragonomics, joins us to discuss.See omnystudio.com/listener for privacy information.

When Russia invaded Ukraine, there was a widespread expectation of a surge in prices for numerous commodities. That happened initially, but by and large things have not played out the way many investors would have anticipated. So what did markets get wrong? And what are they getting wrong now? On this episode of the podcast, we speak with Marko Papic, a geopolitical expert and the chief strategist at Clocktower Group. He offers his view that the war is entering a stage of stasis and stability that will persist for some time to come. He also spoke about why China continues to pursue a Covid Zero strategy, despite the seemingly high cost to the economy. See omnystudio.com/listener for privacy information.

Congressional Medal of Jesus. I've got Covid too and I feel fine. Covid Zero. Holy Trinity of Hemsworth. THERE ARE TWO LINES! Rashy in the wet. Johnson got Fingered. Hot Throbbing Frog Off. Teepee Shenanigans. You get a pinky, and you get a pinky. Get in a canoe and EFF THE MONARCHY. Who would give Jim Henson 1 star? Show us on the puppet, what you did in Only Fans. Shenanigans with Amy! Hanging out With Dingus, His Wife and Wendi and more on this episode of The Morning Stream.

Congressional Medal of Jesus. I've got Covid too and I feel fine. Covid Zero. Holy Trinity of Hemsworth. THERE ARE TWO LINES! Rashy in the wet. Johnson got Fingered. Hot Throbbing Frog Off. Teepee Shenanigans. You get a pinky, and you get a pinky. Get in a canoe and EFF THE MONARCHY. Who would give Jim Henson 1 star? Show us on the puppet, what you did in Only Fans. Shenanigans with Amy! Hanging out With Dingus, His Wife and Wendi and more on this episode of The Morning Stream.

In the wake of the Great Financial Crisis, China arguably led the world out of the downturn. Its gigantic fiscal stimulus not only boosted domestic growth, it also created an incredible amount of demand for commodities all around the world. Today the story is different. The government's Covid Zero policies have been a drag on growth and the real estate sector is deeply troubled, with a rise in homebuyers refusing to make mortgage payments. On top of that, the country is experiencing searing heat and drought. So how bad is it? Are things meaningfully worse than in previous downturns? To understand more, we speak with Tom Orlik, Chief Economist at Bloomberg Economics and author of the book "China: The Bubble that Never Pops." See omnystudio.com/listener for privacy information.

Amid global shocks across supply, commodities and the U.S. Dollar, central banks continue to fight hard against inflation, leading many to wonder if a global recession is imminent.----- Transcript -----Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's chief global economist, along with my colleagues, bringing you a variety of perspectives. Today, I'll be revisiting a topic that's front and center: concerns about a global recession. It's Tuesday, August 30th, at 2p.m. in New York.One key market narrative right now is that the clouds of recession have been gathering globally. And the question that I get from clients every day, 'is a global recession upon us?'A recession is our baseline scenario for the Euro area. The flow of natural gas from Russia has been restricted and energy prices, as a result, have surged. We expect a recession by the fourth quarter but, as is so often the case, the data will be noisy. A complete gas cutoff, which is our worst-case scenario. That's still possible. On the other hand, even if somehow we had a full normalization of the gas flows, the relief to the European economy would only be modest. Winter energy prices are already partly baked in, and we've got the ECB with an almost single-minded focus on inflation. There are going to be more interest rate hikes there until the hard data force them to stop.Now, I am slightly more optimistic about the U.S. The negative GDP prints in the first two quarters of this year clearly cast a pall but those readings are misleading because of some of the details. Now, bear with me, but a lot of the headline GDP data reflects inventories in international trade, not the underlying domestic economy. Household spending, which is the key driver of the U.S. economy, averaged about 1.5% at an annual rate in the first half and the July jobs report printed at a massive 520,000 jobs. Since the 1970s, the U.S. has never had a recession within a year of creating so many jobs. But the path forward is clearly for slowing. Consumption spending was slammed by surging food and energy prices and more importantly, the Fed is hiking interest rates specifically to slow down the economy.So what is the Fed's plan? Chair Powell keeps noting that the Fed strategy is to slow the economy enough so that inflation pressures abate, but then to pivot or, as he likes to say, 'to be nimble.' That kind of soft landing is by no means assured. So, we're more optimistic in the U.S., but the Fed is going to need some luck to go along with their plan. The situation in China is just completely different. The economy there contracted in the second quarter amid very stringent COVID controls. The COVID Zero policies in place are slowly starting to get eased and we think more relaxation will follow the party Congress in October. But will freedom of mobility be enough to reverse the challenges that we're seeing on consumer spending because of the housing market? The recent policy action to address the housing crisis will probably help some but I fully expect that a much larger package will be needed. Ultimately, we'll need the consumer to be confident in both the economy and the housing market before we can make a rapid recovery.The world has been simultaneously hit by supply shocks, commodity shocks and dollar shocks. Central banks are pulling back on demand to try to contain inflation. Even if we avoid a global recession, it's really hard to see how economic activity gets all the way back to its pre-COVID trend.It's still the summertime, so I hope it's sunny where you are. You can worry about the storm later.Thanks for listening. If you enjoy this show, please leave us a review on Apple Podcasts and share Thoughts on the Market with a friend or colleague today.

The McCullough Report with Dr. Peter McCullough – Into our third year of the SARS-CoV-2 pandemic, it is clear that “COVID-Zero” thinking and related policy has evolved into “COVID-Inevitable,” meaning all of us are likely to get the virus, and thankfully the illness has become progressively milder and easily treatable in high-risk patients...

The McCullough Report with Dr. Peter McCullough – Into our third year of the SARS-CoV-2 pandemic, it is clear that “COVID-Zero” thinking and related policy has evolved into “COVID-Inevitable,” meaning all of us are likely to get the virus, and thankfully the illness has become progressively milder and easily treatable in high-risk patients...

The world is kind of a mess right now. There is a big, bloody, awful war between Russia and Ukraine, which has hugely disrupted global trade, especially in commodities like oil, wheat, and natural gas. Europe is on fire, and the euro is crashing. Boris Johnson is out as the U.K.'s prime minister, and Mario Draghi has resigned as Italy's prime minister. There are tremors in China, as the world's second-largest economy fumbles through a ridiculous COVID-Zero policy. In Sri Lanka, crowds stormed the presidential palace after an economic crisis. In Japan, a former prime minister was assassinated. In Turkey and El Salvador, inflation and kooky economic policy has led these countries to the brink. Is this just random chaos, or is there a deeper story to tell? Today's guest is Ian Bremmer. Ian is a political scientist and the founder of Eurasia Group and GZero media. He is also the author of several books, including his latest: The New York Times bestseller 'The Power of Crisis.' He takes me on a geopolitical catastrophe tour. In the end, we consider the meaning of this moment in history—and why this feels like the end of an era and the beginning of something new. Host: Derek Thompson Guest: Ian Bremmer Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

As U.S. Equities continue to face challenges this year, investors may want to look to a more positive story across the world—the reopening of China.-----Transcript-----Welcome to Thoughts on the Market. I'm Michelle Weaver, U.S. equity strategist for Morgan Stanley Research. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about China's reopening as COVID Zero policies evolve. It's Tuesday, July 19th, at 3 p.m. in New York. Recently, our China economics team has become more positive on the region due to the relaxation in domestic and international travel policies and signs of gradual reopening. The team believes that in order for China to shift away from COVID Zero, the three necessary conditions will be sufficiently high vaccination coverage, a broadening toolbox to preserve health care capacity and a change in public perception of COVID. Progress has been made on all of these conditions, and the team expects the economy to reopen more broadly in the back half of the year and that a COVID Zero exit could happen towards year-end. This is notable for global investors since the broad U.S. equity turmoil of the last few months makes it important to look for stocks whose stories are not levered to the market at large and are more thematic ideas. The potential reopening of a country with 1.4 billion residents hits both of these criteria. To dig into this, the US equity strategy team, headed by Chief Investment Officer Mike Wilson, and our European Equity Strategy Team, led by Graham Secker, sourced industries and names that could have high revenue exposure to China. We then asked sector analysts which stocks they thought stand to benefit the most from the reopening. In the US, the biggest beneficiaries were in the consumer discretionary, materials, industrials and information technology sectors. The names who stand to benefit here are American brands that have consumer appeal, benefit from out of home experiences or feature China as a key driver of revenue, where pent up demand could provide tailwinds. In Europe, the potential beneficiaries are companies that have the highest revenue exposure to China. But it's important to be selective here, as a relatively large number of industrial and commodity focused stocks could be exposed to wider concerns around a global economic slowdown. For that reason, companies who also have exposure to the Chinese consumer may be best positioned. Narrowing even further from a top-down perspective, we think the most direct beneficiary of a potential reopening narrative in China is the luxury goods sector, also known as consumer durables in MSCI terminology, which has the third highest China exposure of any European sector after semiconductors and materials. Relevant to the reopening angle specifically, the team believes the luxury sector has the highest exposure to the China consumer and is a beneficiary of reduced restrictions around travel. Given this exposure and the recent pullback in government bond yields, they have upgraded the sector to overweight from a top-down strategy perspective. Thanks for listening. If you enjoy the show, please leave us a review on Apple Podcasts and share Thoughts on the Market with a friend or colleague today.

Wenting Shen, an analyst and portfolio manager at Harding Loevener, is traveling through China while navigating the country's strict Covid-zero policies, visiting executives at the companies she covers to see how they're faring. She joins the latest episode of “What Goes Up” to discuss what she's learned on her trip, and how Covid-19 and the trade war begun by Donald Trump have altered China's economy. See omnystudio.com/listener for privacy information.

Shanghai, a city of nearly 30 million people, is currently under a hard lockdown, as the Chinese government sticks to its Covid Zero strategy of limiting the virus at all costs. There have been some shocking images and stories over the past few weeks of frustrated apartment dwellers unable to go outside or get basic necessities. Some of those things have improved somewhat, and now some residents are able to coordinate and make their own delivery food orders. On this episode, we speak with David Fishman, an energy analyst at the Lantau Group, who, himself, is in a locked down Shanghai apartment complex. He discusses how he's been able to coordinate with other residents to group-buy food and obtain basic essentials. See omnystudio.com/listener for privacy information.

Episode 1736 - Who controls the CDC? What is Chinas role? Was the Ukrainian conflict staged for food shortages? COVID Zero is unattainable! Children developing hepatitis. Is the Supply line breakdown Orchestrated? Who is running the FBI bad ideas factory? Where are the Dads for America? Ted covers scripture on walking by faith! Florida Sheriff says to take gun classes. 2000 Mules movie discussed. CERN to restart. Plus much much more! High energy must listen show!

* SHANGHAIED! City of 26 MILLION KIDNAPPED by Covid-ZERO tyranny — some shipped to concentration camps, others being starved in their homes as some commit suicide. China ramps up censorship to hide these social media posts* DC refuses to investigate murder of babies* The transhumanist side of Davos — should we call them the WTF?* Gradually, then suddenly — how the USA will be bankrupted by the pivot to commodity backed currencies sooner than we think* Will Klobuchar's "medical misinformation" bill punish you for saying there are only two sexes & genders?* "Don't Say Gay"? This gay porn star & pre-school teacher (at same time) is allowed to say whatever he wants to kids & is invited to speak at curriculum conference* David French doesn't believe CRT is anti-Christian. He's wrong. Here's whyFind out more about the show and where you can watch it at TheDavidKnightShow.comIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughZelle: @DavidKnightShow@protonmail.comCash App at:  $davidknightshowBTC to:  bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Mail: David Knight POB 1323 Elgin, TX 78621

* SHANGHAIED! City of 26 MILLION KIDNAPPED by Covid-ZERO tyranny — some shipped to concentration camps, others being starved in their homes as some commit suicide. China ramps up censorship to hide these social media posts* DC refuses to investigate murder of babies* The transhumanist side of Davos — should we call them the WTF?* Gradually, then suddenly — how the USA will be bankrupted by the pivot to commodity backed currencies sooner than we think* Will Klobuchar's "medical misinformation" bill punish you for saying there are only two sexes & genders?* "Don't Say Gay"? This gay porn star & pre-school teacher (at same time) is allowed to say whatever he wants to kids & is invited to speak at curriculum conference* David French doesn't believe CRT is anti-Christian. He's wrong. Here's whyFind out more about the show and where you can watch it at TheDavidKnightShow.comIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughZelle: @DavidKnightShow@protonmail.comCash App at:  $davidknightshowBTC to:  bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Mail: David Knight POB 1323 Elgin, TX 78621

Photo:  Japanese marines during the Battle of Shanghai, 1937 #PRC: Covid-zero crushes Shanghai.@GordonGChang, Gatestone, Newsweek, The Hill   Anne Stevenson-Yang, @doumenzi, co-founder of J Capital Research in Beijing and author of China Alone: The Emergence from, and Potential Return to, Isolation.    https://www.forbes.com/sites/williampesek/2022/03/29/china-blows-46-billion-a-month-with-zero-covid-fiasco/