The Chief Economist of Goldman Sachs sat down with the FT’s David Oakley and had a go on a number of topics from the financial crisis, investments in Emerging Markets, the future of the Bric (Brazil, Russia, India and China) economies, to the global economy.

Below are links to the three-part video series on the FT website. I think the videos are well worth watching.

Enjoy.

The question on everyone’s mind in the emerging markets is who will blow up next. Arnab Das of Dresdner Kleinwort Benson takes a stab at answering that question. He targets the Baltics as the problem children and sees current account surplus nations in Asia as lest vulnerable. He also discusses his views on Russia.

Below is the video with him on CNBC giving forth his view.

Despite the plethora of data that has come out recently, one thing that has occasioned very little comment is the outlook for US exports. Exports are generally not a big factor in the subset of companies involved in the ISM survey, but the plunge in export orders to 34.5 suggests that US exports, hitherto a support in an otherwise collapsing economy, could be in big trouble as well.

So, I am back in the saddle after a great weekend in Palm Beach. And three days almost entirely away from Newspapers, Televisions, Telephones, and Computers is a very good thing to clear the head. (Although I did happen to catch Sarah Palin on “Saturday Night Live” and I thought it was well [...]

Last night, on Bloomberg TV I heard that New Zealand had become the first Asian economy to officially slip into recession. Today, I have seen the stats confirming this.
Jim O’Neill, Chief Economist at Goldman Sachs, says the chance of global recession is only 10%. I don’t see how he can believe [...]

General Musharraf, the man at the America’s side in the War on Terror who came to power in a military coup d’etat, is out. His replacement is unknown. This is further evidence that the geopolitical situation is becoming extremely volatile.
President Pervez Musharraf is expected to leave office in the next few days before Pakistan’s Parliament [...]

Haven’t we been told time and again that much of the oil price rise was due to to external event risk like political instability and war? Well we’ve got this is spades and oil is still falling.
Today, Russia has launched a war against its neighboring country Georgia, who’s ex-President Eduard Shevardnadze was once [...]

In the US, the question has to be centered around consumer inflation expectations and what impact this will have on core inflation going forward. In Asia, the question is what impact will rising inflation have on interest rates and goods produced for export.
Ever since, the Berlin Wall fell and China integrated into the global [...]

Barclays was successful in raising the money it needed. It was able to avoid a rights issue with the attendant problems that HBOS has faced by going cap in hand to Asia and the Middle East. In the end, it was the Qatar Investment Authority and Sumitomo Mitsui Banking Corporation who bailed out the [...]

These are the picks of the day according to an article about what international investor Marc Faber is looking at. Despite the article’s bullish call on commodities, I know that Faber is on the record as saying that oil is due for a correction soon. And in Barron’s he mentioned that steel demand [...]