In this latest issue of my weekly podcast, I call attention to how the falling and inverting yield curve is starting to attract serious media attention. Do certain sectors do well when the curve inverts--or are these just late-cycle winners? We take a look. We check in on the Trump trade war. We catch up on the tense stand-off in Hong Kong and in Modi's new "union territories" of Jammu-Kashmir and Ladakh. Next, it's off to the UK and Italy, where even in sleepy August there's plenty of political scheming going on. Meanwhile, the Bundesbank announces that Germany is likely to be entering a recession. Our final story--a real "demography" story--is about the rise of pronatalism in Hungary, Poland, and Russia. Is it working? And are there lessons to be learned here for liberal western democracies?
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