Long & Short
Short 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,
Read MoreBalancing Act: Germany’s Stimulus Measures and US Fiscal Consolidation
Episode 155: Global Macro Data Preview: Diverging fiscal paths set the tone for markets, UK Macro Outlook: Back in focus, but still on hold…
Read MoreGermany’s ‘Whatever It Takes’ Moment: Fiscal Expansion and Dollar Dilemmas
Episode 154: Germany’s ‘Whatever It Takes’ Moment: Bold Fiscal Moves and Global Market Ripples, China’s Growth Reboot: Stimulus Measures, Inflation Targets, and Currency Dynamics
Read MoreTariffs, Trade, and Payrolls: What to Watch in Global Markets
Episode 153: Global Macro & Trade Tariffs: Market Volatility Ahead, ECB Meeting: Policy Outlook and Inflation Risks,
Read MoreGerman elections and Central Bank speeches: Anticipating economic shifts
Episode 152: German Elections: Political Uncertainty and Economic Signals, Central Bank Speeches: Policy Signals in Focus,
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