Posts by Matt Jones

Episode 182: We break down UK inflation and weak retail data ahead of the Budget, key economic releases across Europe and Asia, and the latest US indicators as volatility pressures return.

Episode 181: Fiscal Strains, Hawkish Signals, and the Return of US Data: The UK: Fiscal Tension and a Slowing Economy; Europe, the RBA, and Global PMIs;

Episode 180: Holding, Waiting, Watching: The UK, China, and U.S. in Focus. The UK: Bank of England’s Dilemma and Fiscal Tightening Ahead; Global Outlook: China, Europe, and the Broader Data Pulse; United States: Waiting for Data Amid Growing Market Sensitivity

Episode 179: The Bank of England’s Balancing Act & the Fed’s Dilemma. Global Monetary Policy – Central Banks Hold Steady at Neutral; The Bank of England’s Balancing Act – Fiscal Tightening Ahead; The Fed’s Dilemma – Diverging Views and a K-Shaped Economy

Episode 178: Central Banks, CPI, and the Big Macro Balancing Act; Europe: Focus Returns to Structural and Fiscal Themes; Global: A Packed Week for Central Banks and Data; United States: CPI, the Fed, and Earnings Dominate

Episode 177: A Budget, A Blackout, and A Billion-Dollar Shutdown. UK: Data in Focus Ahead of the Budget, Global: Earnings, Politics, and Policy Watch, US: Inflation, Earnings, and a Stalled Government

Episode 176: Driving in the Dark: Markets Await Clarity. UK: Fragility Beneath the Fiscal Tightrope, Global Overview: Light Calendar, Heavy Implications, US: Driving in the Dark

Episode 175: Uncertainty Everywhere: Japan, Europe, and the US Shutdown. Japan: Leadership Transition and the Bank of Japan.

Episode 174: Yen, Yields, and Payrolls: A Critical Week for Markets; Japan in the Spotlight, Global Macro Crosscurrents,US Payrolls and Policy Risks

Episode 173: From Dots to Data: Monetary Policy in Focus. Fed, BoE, and Global Policy Backdrop; Global Economy – The Week Ahead; US Outlook – Data, Policy, and Politics