Posts by Matt Jones
Politics + Policy + Markets = Complexity
Episode 130: It’s a huge week for politics, a tricky week for central bank policy and a complex week for macro markets.
Read MoreThe ECB rate cut, Fed projections & the BOE
Episode 129: This week we discuss the first ECB rate cut since 2019…
Read MoreA big week for the US, ECB & Global Economy
Episode 129: This week we discuss a big week for the US, ECB & Global Economy…
Read MoreCentral Banks, Ballots, and Inflation
Episode 128: This week we discuss Central Banks, the UK Election and Inflation…
Read MoreCentral Banks, Elections, and Market Trends
Episode 127: This week we discuss Central Banks, Elections, and Market Trends…
Read MoreGlobal Economy & Bank Rates: What’s Next?
Episode 126: This week we discuss: 1) The Bank of England Milestone, 2) Global Economic Outlook, 3) Key Data Releases in the US.
Read MoreCentral Banks and the Balance of Risks
Episode 125: This week we discuss: 1) Federal Reserve’s Stance, 2) Global Central Banks and Policy Shifts, 3) European Central Bank’s Rate Cutting Cycle, and 4) Bank of England’s Outlook
Read MoreEpisode 124: Policymakers at a complex juncture
Episode 124: The global markets saw a volatile end to the previous week, hinting at sustained volatility in the week ahead.
Read MoreEpisode 123: Markets question underlying growth
Episode 122: UK economic week in focus: employment, CPI, retail data guide rate decisions. Markets react, Fed influence noted. Global outlook adjusts.
Read MoreEpisode 122: UK economic week in focus
Episode 122: UK economic week in focus: employment, CPI, retail data guide rate decisions. Markets react, Fed influence noted. Global outlook adjusts.
Read More