Episodes
Where are FX markets going in 2023?December 15, 2022
How should markets think about the big risk events on the horizon?December 09, 2022
Does the Fed have cause to pause?December 02, 2022
Is US inflation really peaking?November 10, 2022
How much more policy tightening is yet to come?November 04, 2022
How the US midterm elections will play out and why it matters for marketsOctober 27, 2022
How are Emerging Markets managing inflation, energy shocks, and other post-pandemic pressures? October 21, 2022
Does fast moving fiscal policy mean yet more market volatility? October 14, 2022
Why China's 20th Party Congress will be unlike any otherOctober 07, 2022
What a week - where next for UK markets & policy?September 29, 2022
What does the latest hiking cycle mean for bonds & FX?September 23, 2022
What does stickier inflation mean for monetary policy & growth?September 15, 2022
What should markets expect from the US midterm election?September 08, 2022
Should easing US inflation and stronger labour markets prompt a recession re-think?August 19, 2022
Does weak inflation lock in slower Fed hikes?August 11, 2022
Keep calm and carry on (hiking interest rates)August 04, 2022
Why we're at odds with markets on the Bank of England's August rate hikeJuly 29, 2022
Will the Fed also go faster than expected in the fight against inflation?July 21, 2022
What's weighing on the euro?July 14, 2022
What does the UK prime minister's departure mean for the future policy agenda & markets?July 08, 2022
China's slowly emerging from lockdown, what's the economic and policy outlook from here?July 01, 2022
As recession alarms ring, could oil be the path to a soft landing?June 24, 2022
Central banks are doing whatever it takes to curb inflation, but at what cost?June 17, 2022
Cutting through the noise in the UK, where to for fiscal policy and interest rates?June 10, 2022
Will the cost-of-living crisis redraw the political map?May 26, 2022