Cross-border Tax Talks Podcast | SPIN THE GLOBE: MACROECONOMIC AND GEOPOL TRENDS | Dr. Alexis Crow

Doug McHoney (PwC's US International Tax Services Co-Leader) is joined by PwC’s Dr. Alexis Crow, PwC’s Geopolitical Investing Practice Leader. They discuss macroeconomic trends, the geopolitical landscape, the inflationary environment, trade wars, global/economic impacts on various sectors,and much more.

Timestamps:

2:00 - What are some current macroeconomic trends, specifically what types of changes are we seeing in capital expenditures?
4:45 - There’s a lot of discussion around inflation and the inflationary environment. How does that factor in, particularly as we think about spending on capital expenditures and consumer spending?
9:00 - How will inflation and the inflationary environment affect consumer spending, whether it's on the service side or the product side?
11:00- What are we seeing from a supply chain perspective given the state of the world?
16:20 - One of the other things that companies are grappling with is the Great Resignation. How is that affecting the global economy?
22:40 - Let’s take a brief tour of the world and of how geopolitics are playing a role in the economic environment. What impact are the events in Ukraine having on energy and overall commodity prices? What can we expect for the coming months?
28:25 - Where do we see the US/China dynamic heading?
29:50 - From a tax perspective, we’ve seen exorbitant spending across the globe to manage through the financial crisis as a result of the pandemic. What is the interplay between politics, reducing taxes and pandemic spending?
34:30 - What trends are being seen in the sectors, starting with ESG?
36:40 - Energy
37:30 - Technology
37:55 - Consumer Markets