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Jason
Sep 28, 2021
Great, but sometimes bad sound quality which is really annoying and in general a bit too sophisticated and long.
Episode | Date |
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Trade talks, corporate forecasts, and the inflation outlook
|
May 11, 2025 |
A moment of calm after the tariff storm
|
May 04, 2025 |
On the lookout for tariff clarity
|
Apr 27, 2025 |
Tariff u-turn as earnings season kicks off
|
Apr 14, 2025 |
The tariff market jolt: where we go from here
|
Apr 07, 2025 |
The peak of policy uncertainty
|
Mar 30, 2025 |
Inflation, Tariffs and the Growth Dilemma
|
Mar 23, 2025 |
An updated outlook, and a Fed decision on tap
|
Mar 16, 2025 |
Volatility amid tariff back-and-forth
|
Mar 09, 2025 |
What’s behind the strength in European stocks?
|
Mar 02, 2025 |
Sturdy stocks, stubborn interest rates
|
Feb 23, 2025 |
Inflation’s forex influence, and signs of strength in China
|
Feb 16, 2025 |
Earnings strength, and a complex tariff picture
|
Feb 09, 2025 |
What’s next for A.I., and central banks
|
Feb 02, 2025 |
All eyes on the U.S.
|
Jan 26, 2025 |
Two elephants – tariffs and China growth
|
Jan 20, 2025 |
Tremors in the bond market, and an earnings season preview
|
Jan 12, 2025 |
The last Fed meeting of 2024
|
Dec 15, 2024 |
Jobs data, Fed policy, and the outlook for stocks
|
Dec 08, 2024 |
Climate investment: the news from COP29
|
Dec 01, 2024 |
Beyond turkey and pumpkin pie: all eyes on the US consumer
|
Nov 24, 2024 |
The fiscal picture comes into focus
|
Nov 17, 2024 |
Post-election market jump: What’s next?
|
Nov 10, 2024 |
Election Day, a Fed decision, and earnings roll in
|
Nov 03, 2024 |
Widening: spreads, fiscal deficits and BRICS
|
Oct 27, 2024 |
Another cut from the ECB, and quarterly earnings in the U.S. and Europe
|
Oct 20, 2024 |
Third-quarter earnings, bond moves, and an ECB decision
|
Oct 13, 2024 |
Fed boosts Asia
|
Oct 06, 2024 |
VP debate, stimulus in China, and the U.S. jobs report
|
Sep 29, 2024 |
Life after 50 bps
|
Sep 22, 2024 |
Fed watch: how deep will it cut?
|
Sep 15, 2024 |
An important jobs report, and the return of volatility
|
Sep 08, 2024 |
Earnings expectations, and an important jobs report
|
Sep 01, 2024 |
The Fed’s next move, the U.S. election, and news from the AI sector
|
Aug 25, 2024 |
Price pressures, economic growth, and Jackson Hole
|
Aug 18, 2024 |
What to watch after a week of big market moves
|
Aug 11, 2024 |
China and Japan: on different paths
|
Aug 04, 2024 |
Repricing
|
Jul 28, 2024 |
U.S. Economy: Bending, but not breaking
|
Jul 21, 2024 |
Rotations during Summer Trading
|
Jul 14, 2024 |
Earnings season kicks off
|
Jul 07, 2024 |
A view on the AI boom
|
Jun 30, 2024 |
FX in the shadow of rates
|
Jun 23, 2024 |
The economy and stocks: rising forecasts
|
Jun 16, 2024 |
ECB pivots, Fed decision awaits
|
Jun 09, 2024 |
E&CB – Elections & Central Banks
|
Jun 02, 2024 |
Cut ahead – at least in Europe
|
May 26, 2024 |
Goldilocks ahead?
|
May 19, 2024 |
All eyes on U.S. economic data
|
May 12, 2024 |
Action in Asia
|
May 05, 2024 |
Earnings strength, Fed in focus
|
Apr 28, 2024 |
Quality prevails
|
Apr 21, 2024 |
Higher for a bit longer
|
Apr 14, 2024 |
American Exceptionalism
|
Apr 07, 2024 |
Here come the doves
|
Mar 24, 2024 |
(Un)eventful week ahead?
|
Mar 17, 2024 |