Long & Short
Rates, Risks & the Sintra Setup: A Global Macro Realignment
Episode 164: US Data and Macro Focus, The Sintra Summit and Global Central Bank Watch, Geopolitics, Fiscal Policy, and Trade Dynamics
Read MoreBanking on Complexity: UK’s Economic Challenges and Global Policy Shifts
Episode 163: UK Macro Challenges and the Bank of England, Global Central Bank Week – A Raft of Decisions, US Dynamics – Powell, the Fed, and Fiscal Friction
Read MoreMarket Calm or Complacency? Inflation, Trade, and Volatility Risks
Episode 162: US Macro Outlook and Trade Negotiations, Europe: ECB Decision and Growth Prospects, UK: Data Watch and Policy Pause
Read MoreData vs. Disruption: A Critical Week for Markets
Episode 161: Global Data Outlook, ECB Policy Outlook, US Macro Outlook
Read MoreShort Week, Long List: Trade, Rates & Fiscal Reckonings
Episode 160: Europe and Global Data Outlook, Global Monetary Policy Trajectory,
US Dominance Continues
Trade Volatility, Fiscal Drift, and Central Bank Signals
Episode 159: Trade Volatility, Fiscal Drift, and Central Bank Signals
Read MoreTariffs, Tightening, and Turning Points
Episode 158: UK: Activist Policy Ahead Amid Structural Weakness,
Read MoreTariffs, Trade, and Turning Points: A Crucial Week for Global Markets
Episode 158: UK: Activist Policy Ahead Amid Structural Weakness,
Read MoreGlobal Trade Shifts: Impact on Markets and Macro Trends
Episode 157: US Macro Data and Earnings: A Complex Reaction Function,
Read MoreWestminster to Washington: Rates, Rules, and Reciprocal Tariffs
Episode 156: UK: Fiscal Policy and Monetary Outlook, Europe: Fiscal Expansion and ECB Implication,
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