Setting a New Course? Dissecting China’s Five-Year Plan and Annual Work Reports
11 Mar 26 10:00 EST / 15:00 GMT / 16:00 CET
Trivium China
Dinny McMahon
Dinny McMahon
Head of China Markets Research
Dinny McMahon is head of China Markets Research at the advisory Trivium China. Dinny spent a decade working as a financial journalist in Beijing and Shanghai, including as the Wall Street Journal’s finance correspondent, where he tracked closely the evolution of China’s shadow banking system and the rapid expansion in corporate debt that followed the global financial crisis.
Dinny is also the author of “China’s Great Wall of Debt: Shadow Banking, Ghost Cities, Massive Loans, and the End of Chinese Miracle.” He was also a Fellow at the Woodrow Wilson Center for International Scholars in Washington, D.C., and specialized on analyzing China’s financial sector at MacroPolo, the Paulson Institute’s Chicago-based think tank.
Demand or Supply? High-Frequency Evidence on Inflation at the Start of 2026
19 Mar 26 10:00 EST / 15:00 GMT / 16:00 CET
Alternative Macro Signals
Laurent Bilke
Laurent Bilke
CEO & Head of Research
Laurent is a CEO & Head of Research. He is a former ECB economist and has led research efforts at Citadel, Stone Milliner and Nomura.
The Roaring 2020s or a Rerun of the 1970s?
24 Mar 26 10:00 EST / 15:00 GMT / 16:00 CET
Yardeni Research
Edward Yardeni
Edward Yardeni
President & Chief Investment Strategist
Dr. Edward is the President and Chief Investment Strategist at Yardeni Research, where he and his team provide daily Morning Briefings on key trends in the economy and financial markets for investment decision-makers. With 25 years on Wall Street, Ed has served as Chief Economist at EF Hutton, Prudential Securities, CJ Lawrence, and Chief Investment Strategist at Deutsche Bank Securities. A leading independent strategist, he is frequently featured on CNBC and quoted in the financial press. Ed has also worked at the Federal Reserve and the US Treasury. He holds a B.A. from Cornell and a PhD from Yale, where he studied under Nobel Laureate James Tobin.
A New Commodity Supercycle Underway?
01 Apr 26 10:00 EST / 15:00 GMT / 16:00 CET
Astris Advisory Commodities
Ian Roper
Ian Roper
Commodities & China Strategist
Ian Roper is a highly respected commodity strategist with over 22 years of experience in metals. He began his career at CRU in London and has since held key roles across Shanghai, Singapore, and now Tokyo, including positions at Steel Business Briefing, Macquarie, Rio Tinto, and CLSA. Currently based at Astris Advisory, Ian leads the Ian Roper Commodity Service, providing independent, in-depth analysis on base metals, ferrous metals, coal, and new energy materials. With a strong focus on China’s supply-demand dynamics and growing expertise in India’s emerging metals market, Ian delivers monthly deep-dive reports and regular market updates, leveraging his vast network and two decades of Asia-based insight.