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global trade

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Nov 4, 2024 by Scott Bessent · across every show →

Everything said about global trade, oldest first

Nov 4, 2024 neutral
Prediction Not checkable as stated
Bessent: A Bretton Woods-scale realignment is coming to global trade
“I also felt very strongly that we're in the midst of a great realignment and of a Bretton Woods realignments coming in terms of global policy, global trade.”
Scott Bessent Nov 4, 2024 ▶ 59:48 Scott Bessent - Macro Maven (EP.415)
Jan 16, 2025 bearish
Opinion
Sullivan: Global trade, capital, and labor mobility are reversing in new regime
“We're of the viewer living through a regime change, and that many of the characteristics that characterize the last 30 years or so, things like free movement of capital, free movement of labor, increasing global trade, that actually all these things are likely…”
Mark Sullivan Jan 16, 2025 ▶ 42:33 Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)
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