We are joined in our latest edition of BM Talks by Rachel Ziemba, founder of Ziemba Insights. She is an expert in sanctions and trade policy with a focus on oil markets in the Middle East. Her substack has the ever-more relevant name of "Weaponized Economy".
We asked:
- What happens to the oil price given the Iran/Israel conflict?
- What will be the response of the GCC countries and China?
- How will Trump's trade policies affect GDP?
- Can sanctions ever really work?
- Would China dump US Treasuries?
- Will Russia come back into the fold?
- Is Trump the strongest strongman?
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