EVENTS:   IRF Lunch: US Equities - Be prepared, What Comes Next and How to Profit - Adam Parker/Trivariate Research - 14 Jul 25   Uranium’s Big Moment - AI Demand, Nuclear Expansion & How to play it - Ben Finegold/Ocean Wall - 16 Jul 25     ROADSHOWS: L/S Industrials and Materials Ideas - Jay Van Sciver /Hedgeye   •   London   09 - 11 Jul 25       CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   New York; Boston 23 Jul   21 - 25 Jul 25      

IRF Lunch: Bust in China 2025?

Macrolens

St James's Hotel and Club

Wed 05 Feb 2025 - 12:30

Topics

In the grips of debt-deflation

Why stimulus calls are always wrong

The myth of rebalancing to consumption

Will Trump turn the screws or make a deal?