The Officials with Jorge Montepeque: Will the Chinese New Year Snake bite you? | S2 E1

Join The Officials, Director of Benchmarking, Jorge Montepeque and Research Analysts William Cunliffe and Edward Hayden-Briffett for their first episode back for 2025. They kick off the year by diving into critical economic trends shaping the global landscape. The Officials (spanning from Singapore to London), unpack early observations about China's evolving economic strategies, the ripple effects of US policies, and the challenges facing sovereign debt markets. 

Jorge, Edward and Will discuss;

• China's shifting demand for commodities and the structural implications of its transition toward EVs.
• Rising sovereign credit risks in the UK and Europe, with insights into volatile bond yields and currency movements.
• Energy market turbulence, including the UK's power generation challenges and the broader consequences of renewable energy transitions.
• A global perspective on commodity markets, touching on the Chinese New Year’s potential impact and Saudi-China oil trade dynamics. 

Join The Officials for a comprehensive analysis of what's driving global markets, the forces behind these changes, and what lies ahead for 2025.