Long & Short

Episode 157: US Macro Data and Earnings: A Complex Reaction Function,

Episode 156: UK: Fiscal Policy and Monetary Outlook, Europe: Fiscal Expansion and ECB Implication,

Episode 155: Global Macro Data Preview: Diverging fiscal paths set the tone for markets, UK Macro Outlook: Back in focus, but still on hold…

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

Episode 153: Global Macro & Trade Tariffs: Market Volatility Ahead, ECB Meeting: Policy Outlook and Inflation Risks,

Episode 152: German Elections: Political Uncertainty and Economic Signals, Central Bank Speeches: Policy Signals in Focus,

Episode 151: Global Macro Outlook: A Focus Beyond the U.S., U.S. Tariffs and Geopolitical Risks,

Episode 150: China: Watching for Stimulus and Data Updates, US: Balancing Fiscal and Monetary Policy Amid Inflation Concerns, UK: Evolving Monetary Policy and Economic Prospects

Episode 149: Trade, Federal Reserve: Policy on Hold but Uncertainty Looms, European Central Bank: Cutting Rates with a Cautious Outlook,

Episode 148: Trade, Tariffs, and China’s Role in the Global Economy. Central Bank Decisions Across the Globe. Macroeconomic Themes Shaping Market Sentiment.