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Episode | Date |
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What’s missing from the China overcapacity row, that UK GDP data and an exclusive inflation briefing
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May 12, 2024 |
Payrolls relief, oil and the US election, the RBA’s next move and more
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May 05, 2024 |
That Fed rate hike noise, China trip notes and EM FX challenges
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Apr 28, 2024 |
Overcooked inflation fears, the end of the excess savings debate and a global markets briefing
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Apr 21, 2024 |
Janet Yellen's Beijing trip and the Chinese overcapacity threat
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Apr 14, 2024 |
Emerging markets special: An EM risk early warning system and EMs and the green transition
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Apr 07, 2024 |
Baltimore bridge collapse, our Global Economic Outlook, Trump vs Canada and Mexico and more
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Mar 28, 2024 |
What’s gone wrong with the German economy?
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Mar 25, 2024 |
Fed week! The BoJ’s big moment, TikTok and fracturing, Putin’s war economy and more
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Mar 18, 2024 |
The coming collapse of Chinese construction and Fed rate cuts vs the stock bubble
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Mar 11, 2024 |
The coming clash over Chinese oversupply, the UK budget vs the bond market, the carbon price outlook and more
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Mar 04, 2024 |
Trump trade wars, stock market bubbles, Japan's market comeback and the world in 2050
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Feb 26, 2024 |
How to think about recessions, fiscal shackles, financial instability risks and more
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Feb 19, 2024 |
Inflation rebound risk, bank real estate exposure, Trump trade wars and dollar and EM outlooks
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Feb 12, 2024 |
A bumper US jobs report, central banks and labour markets and that wave of US CRE loans
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Feb 05, 2024 |
Fed week! China's stimulus blizzard, Houthi inflation risk and more
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Jan 29, 2024 |
Inflation's "last mile", an ECB preview, China data discrepancies, and maximum bullish on US stocks
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Jan 22, 2024 |
Macro in a more dangerous world, UK CPI preview, bond vigilantes, and the US energy export surge
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Jan 15, 2024 |
2024’s uncertain start, US CPI preview, Taiwan's flashpoint election and more
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Jan 08, 2024 |
The Fed gifts the bond market, the EM growth outlook and that COP28 agreement
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Dec 18, 2023 |
What could go wrong in 2024, the BoE on Table Mountain and the US housing outlook
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Dec 11, 2023 |
Where to spot fiscal risks and how to think about US-China economic competition
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Dec 04, 2023 |
2024: Weaker growth, cooler inflation, lower rates
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Nov 27, 2023 |
Special episode – Argentina's election: Shock result...shock therapy?
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Nov 20, 2023 |
Flavours of recession, Xi vs Biden vs Trump, Jeremy Hunt’s big dilemma
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Nov 20, 2023 |
Calls for 2024, deglobalised pandas, Saudi’s shifting allegiances
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Nov 13, 2023 |
What the global data say, what the central banks said, and Italy’s debt balloon
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Nov 06, 2023 |
Fed week, the US economic outlook and financial markets at war
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Oct 30, 2023 |
5% Treasury yields, geopolitics vs the Fed, China’s dollar dilemma, an AI stock bubble and more
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Oct 23, 2023 |
Special episode: AI and the global economic order
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Oct 18, 2023 |
Israel-Gaza and heightened geo-economic risk and what to expect in the post-pandemic rates era
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Oct 13, 2023 |
How much more pain for bond markets?
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Oct 06, 2023 |
The global economic outlook, or why "higher for longer" won't last
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Oct 02, 2023 |
Special Episode: Is AI coming for our jobs?
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Sep 28, 2023 |
AI’s productivity boom, central bank rhetoric vs reality, recession risk and more
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Sep 25, 2023 |
After rate hikes, US economy anomaly, EU vs Chinese EVs and more
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Sep 18, 2023 |
Huawei’s chip surprise, the energy price spike, Nvidia in India, UK vs Germany
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Sep 11, 2023 |
September's rate decisions, China's stepped up stimulus, and the AI race
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Sep 04, 2023 |
Signs of trouble, equities off the boil, those Nvidia earnings and AI’s promise
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Aug 25, 2023 |
The bond market disconnect, the fiscal policy outlook and an exclusive China briefing
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Aug 21, 2023 |
Chinese deflation, US July CPI and commodities markets feel the pinch
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Aug 11, 2023 |
Disinflation's mystery, China's structural slowdown and Argentina's risky vote
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Aug 07, 2023 |
How big a threat are Chinese EVs to Japan Inc.?
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Jul 31, 2023 |
How far will the ECB go to slay its ‘greedy beast’?
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Jul 24, 2023 |
Is the inflation crisis over?
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Jul 17, 2023 |
What lies ahead for the global economy and markets?
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Jul 10, 2023 |
Are greedy firms behind the inflation crisis?
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Jul 03, 2023 |
Is the UK a stagflation outlier?
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Jun 26, 2023 |
Property Special – How much more pain to come?
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Jun 21, 2023 |
What are our clients asking us about?
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Jun 19, 2023 |
Why is this economic cycle so weird?
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Jun 12, 2023 |
What's really been behind the US stock market rally?
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Jun 05, 2023 |
How did a UK recession just get more likely?
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May 28, 2023 |
Whatever happened to the China “growth miracle”?
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May 22, 2023 |
Special: What’s wrong with the UK economy (and what will it take to fix it)?
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May 18, 2023 |
How worried should we be about the debt ceiling?
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May 12, 2023 |
How likely is an economic soft landing?
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May 08, 2023 |
Is China finally willing to budge on debt talks?
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May 01, 2023 |
Just how tight are financial conditions?
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Apr 24, 2023 |
Special: How much trouble is globalisation in?
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Apr 20, 2023 |
Where will bank turmoil blowback show up in the data?
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Apr 17, 2023 |
How will the bank turmoil come back to bite?
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Apr 03, 2023 |
The Weekly Briefing: Why is everyone worried about commercial real estate?
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Mar 27, 2023 |
Special: Does the turmoil end with the Credit Suisse deal?
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Mar 20, 2023 |
The Weekly Briefing: Has enough been done to end the turmoil?
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Mar 19, 2023 |
Special: The SVB crisis – What are the risks from here?
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Mar 13, 2023 |
SVB's collapse – An isolated case or the next financial crisis?
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Mar 12, 2023 |
Do labour market mysteries point to higher-for-longer rates?
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Mar 06, 2023 |
Why will India rise but China stall?
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Feb 27, 2023 |
One year on – How has the war changed Europe's economies?
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Feb 20, 2023 |
How have EMs avoided an old-school debt crisis?
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Feb 13, 2023 |
Special: What's really happening in the US economy – and what does it mean for markets?
|
Feb 09, 2023 |
Are economies through the worst?
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Feb 06, 2023 |
How are economies faring ahead of the week's big rate decisions?
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Jan 30, 2023 |
What does the world economy look like after globalisation?
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Jan 23, 2023 |
Special: How bad could it get for property markets in 2023?
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Jan 17, 2023 |
How much of a game changer is China's reopening?
|
Jan 16, 2023 |
Could a "petroyuan" dethrone King Dollar?
|
Jan 09, 2023 |
Special: The Bank of Japan makes its move – what happens now?
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Dec 20, 2022 |
Will 2023 be another rollercoaster year for economies and markets?
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Dec 19, 2022 |
Is this endgame for the global monetary tightening cycle?
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Dec 11, 2022 |
What do collapsing shipping costs mean for inflation?
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Dec 05, 2022 |
Special: China's zero-COVID policy at the limits
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Dec 01, 2022 |
Will the global economy dodge a recession?
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Nov 28, 2022 |
Is the dollar rally done and dusted?
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Nov 21, 2022 |
Why can't China just ditch zero-COVID?
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Nov 13, 2022 |
To pivot or not to pivot?
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Nov 07, 2022 |
What will the global recession look like?
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Oct 30, 2022 |
Are central banks winning the war against inflation?
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Oct 23, 2022 |
Who decides Chinese economic policy in Xi Jinping's third term?
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Oct 16, 2022 |
How will fracturing reshape the global economy and markets?
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Oct 09, 2022 |
What have we learned from Kwasi Kwarteng's budget blunder?
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Oct 02, 2022 |