Long & Short

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

Episode 172: Cuts Delayed, Cuts Ahead: The UK and US in Focus: UK – Fiscal Tightening Delayed, Monetary Cuts Deferred, Global – Complex Growth Dynamics Across Regions

Episode 171: Europe’s Fiscal Uncertainty Meets America’s Data-Driven Debate. Fiscal Policy – Europe and the UK, ECB and European Outlook, US Jobs and Monetary Policy

Episode 170: Jobs, Politics, Inflation, and Confidence: United Kingdom: Fiscal Strain and Growth Risks, Europe & Japan: Politics Meets Policy, United States: Payrolls Take Centre Stage

Episode 169: Unemployment, Inflation, and the Policy Path Ahead: Global Central Bank Dynamics, Data Watch: The Week Ahead, Macro Focal Points

Episode 168: Rate Cuts, Data Disappointments, and a Wait-and-See Fed: Global Growth & Trade Outlook, UK Economic Picture & Policy Implications…

Episode 167: Tariffs, Tightening, and Turning Points. US Outlook – Tariffs, Growth, and Inflation Risks. Global Watch – China Data and Australian Rate Cut Prospects.

Episode 166: Macro Pressure Points: UK Wobbles, Japan Shifts, ECB Pauses. UK: Inflation Surprises & a Sliding Economy,Global: From Japan’s Politics to the ECB’s Pause