Podcasts

Episode 179: The Bank of England’s Balancing Act & the Fed’s Dilemma. Global Monetary Policy – Central Banks Hold Steady at Neutral; The Bank of England’s Balancing Act – Fiscal Tightening Ahead; The Fed’s Dilemma – Diverging Views and a K-Shaped Economy

Episode 178: Central Banks, CPI, and the Big Macro Balancing Act; Europe: Focus Returns to Structural and Fiscal Themes; Global: A Packed Week for Central Banks and Data; United States: CPI, the Fed, and Earnings Dominate

Episode 177: A Budget, A Blackout, and A Billion-Dollar Shutdown. UK: Data in Focus Ahead of the Budget, Global: Earnings, Politics, and Policy Watch, US: Inflation, Earnings, and a Stalled Government

Episode 176: Driving in the Dark: Markets Await Clarity. UK: Fragility Beneath the Fiscal Tightrope, Global Overview: Light Calendar, Heavy Implications, US: Driving in the Dark

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