{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Ep. 379: Paul Cavey on East Asia\u2019s AI Tech Boom, Semiconductor Exports, and Macro Dynamics","description":" Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a macro strategist in the global bond team at Wellington Management, head of China economics at Macquarie Securities and chief China economist at the Economist Intelligence Unit. In this podcast, we discuss:  AI Hardware Demand &amp;amp; Regional Supply Chains Taiwan\u2019s Real GDP Expansion vs. Korea\u2019s Terms-of-Trade Shock Taiwan\u2019s Negative Real Interest Rates &amp;amp; Inflation Outlook East Asia's Resilience to Global Energy Shocks Bank of Korea Policy Hikes &amp;amp; Won FX Dynamics Japan\u2019s Fiscal Revenue Boom &amp;amp; Manufacturing Catch-Up BOJ Policy Path, Persistent Inflation, and Yen Weakness China\u2019s Property Slump &amp;amp; Incremental Credit Easing China\u2019s Auto Export Surge &amp;amp; Sovereign Tech Stack Sovereign Balance Sheet Divergence &amp;amp; CGB Market Dynamics&amp;nbsp;   ","author_name":"Macro Hive Conversations With Bilal Hafeez","author_url":"https:\/\/macrohive.com\/","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/43232218\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/207336933"}