Latest / Macro Hive Conversations With Bilal Hafeez
Ep. 379: Paul Cavey on East Asia's AI Tech Boom, Semiconductor Exports, and Macro Dynamics
Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a macro strategist in the global bond team at Wellington Management, head of China economics at Macquarie Securities and chief China economist at the Economist Intelligence Unit. In this podcast, we discuss:
AI Hardware Demand & Regional Supply Chains
Taiwan's Real GDP Expansion vs. Korea's Terms-of-Trade Shock
Taiwan's Negative Real Interest Rates & Inflation Outlook
East Asia's Resilience to Global Energy Shocks
Bank of Korea Policy Hikes & Won FX…
The skinny
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