Podcasts
Cuts Delayed, Cuts Ahead: The UK and US in Focus
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
Read MoreEurope’s Fiscal Uncertainty Meets America’s Data-Driven Debate
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
Read MoreJobs, Politics, Inflation, and Confidence
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
Read MoreUnemployment, Inflation, and the Policy Path Ahead
Episode 169: Unemployment, Inflation, and the Policy Path Ahead: Global Central Bank Dynamics, Data Watch: The Week Ahead, Macro Focal Points
Read MoreRate Cuts, Data Disappointments, and a Wait-and-See Fed
Episode 168: Rate Cuts, Data Disappointments, and a Wait-and-See Fed: Global Growth & Trade Outlook, UK Economic Picture & Policy Implications…
Read MoreTariffs, Tightening, and Turning Points
Episode 167: Tariffs, Tightening, and Turning Points. US Outlook – Tariffs, Growth, and Inflation Risks. Global Watch – China Data and Australian Rate Cut Prospects.
Read MoreMacro Pressure Points: UK Wobbles, Japan Shifts, ECB Pauses
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
Read MoreFrom Tariffs to Tests: A Packed Week for Markets and the UK
Episode 165: UK, Australia & New Zealand: Easing Biases and Fiscal Shifts, US: Hard vs. Soft Data, Fiscal Clarity, and Tariff Tensions, Trade Risk: Undervalued Threats Ahead of the Tariff Deadline
Read MoreMonetary Easing, Market Complacency, and the July 9 Trade Reckoning
Episode 165: UK, Australia & New Zealand: Easing Biases and Fiscal Shifts, US: Hard vs. Soft Data, Fiscal Clarity, and Tariff Tensions, Trade Risk: Undervalued Threats Ahead of the Tariff Deadline
Read MoreRates, 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
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