Financial repression in all our futures? Faling real wages in the US help explain the Trump slump. A Burnham bounce?

This week, Chris and Jim unpack a volatile run of economic data and what it means for markets, growth and household finances.

US jobs and wages:

A weaker-than-expected employment report shifts expectations for interest rates, while falling real wages raise questions about living standards.

Growth, inflation and rates:

Why resilient growth alongside renewed inflation is making the outlook harder for central banks to read.

The bond-market story:

Rising government borrowing costs, fiscal pressure and the unusual resilience of equity markets.

Financial repression explained:

How inflation and negative real interest rates can quietly reduce the burden of government debt.

Europe’s fiscal fault lines:

Why debt dynamics look different across the US, UK, France and the eurozone.

A brighter UK outlook:

Improved growth data, the role of AI investment and whether confidence could help sustain momentum.

Ireland ahead of the budget:

Labour-market signals, consumer spending, tax receipts and the changing car market.

Electric vehicles and China:

The rapid rise of EVs, used-car imports, Chinese manufacturing and the battery race.

Wider political risks:

Reflections on Northern Ireland, US political rhetoric and escalating threats around Ukraine.

Hosted on Acast. See acast.com/privacy for more information.

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The coming battle for Europe. Will the right triumph in the upcoming wave of elections? Frankenstein unleashed?

Will 2027 see a General Election in the UK? Hosted on Acast. See acast.com/privacy for more information.

16 Loka 43min

Is home ownership overrated? Will the turmoil in bond markets 'cure' the house price problem?

This episode covers a wide-ranging macro and geopolitics conversation, starting with Irish residential property prices and the affordability squeeze, then moving into China’s pressure on the European ...

14 Loka 35min

Should the fiscal watchdog be anxious? Many others are. American psycho?

In this episode:Chris argues the Irish government is spending too much of temporary corporation tax revenue on permanent commitments, citing IFAC’s warning that the state is spending six out of every ...

12 Loka 37min

Podcast special: A fireside chat between Jim, Minister Jack Chambers, Cormac Fitzgerald & Cróna Clohisey

In this episode, Minister Jack Chambers says Budget 27 was built around balance - protecting long-term capital investment while responding to cost of living pressures.Chambers says next year’s capital...

11 Loka 49min

Podcast special: initial reaction to the Irish budget

Hosted on Acast. See acast.com/privacy for more information.

6 Loka 15min

Budget week is here. Simple narratives versus complex reality. And some method acting.

In this episode, Jim breaks down the Irish Department of Finance white paper and says the public finances still look strong, with a forecast general government surplus of 6.9 billion euro this year an...

6 Loka 37min

The alien spaceships have arrived - it turns out that we built them

This episode ranges from the latest AI headlines and the existential risk debate to the way AI investment is showing up in inflation, bond yields, and central bank thinking.It also turns to Ireland’s ...

30 Syys 39min