Can football fever lift the economy?
The World Cup has kicked off across North America in its largest and most geographically dispersed format yet. This year, the tournament expands to 48 teams (up from 32 in 2022), 104 matches (vs. 64) ...
23 Kesä 9min
The rise of the consumer health economy
Consumer health is undergoing a structural shift, moving beyond traditional treatment and becoming embedded in everyday spending. Where consumers were once focused on curing illness, they are increas...
16 Kesä 10min
US equities: short-term pain, long-term gain?
US equities have delivered strong gains year-to-date, despite a challenging macro backdrop, but that momentum is beginning to look less secure. While fundamentals remain supportive, the near‑term setu...
9 Kesä 12min
The Fed’s next move
The path for US interest rates has shifted sharply in recent months, as markets move from pricing rate cuts to pricing a potential hike. In this episode, Ronnie Wexler sits down with Barclays’ Chief U...
2 Kesä 8min
AI goes economy-wide
Productivity growth has been uneven across many sectors and economies. But AI in the form of humanoid robotics could change that, extending automation into physical services at scale.In this episode o...
26 Touko 11min
Decoding the bond sell-off
Global bond yields have been rising sharply, with long-term yields breaking higher across multiple markets - pushing US 30‑year yields above 5%.The sell-off was initially triggered by energy-linked i...
19 Touko 11min
Inflation crosscurrents: Energy vs AI
Markets are facing two competing inflation stories at the same time: a near‑term energy shock pushing inflation risks higher, and the possibility that AI acts as a medium to longer-run disinflationary...
12 Touko 12min
Jet fuel shortage: Holidays at risk?
Jet fuel shortages linked to the continuing Iran war are dominating headlines, raising questions about whether this poses a genuine risk to global travel or whether markets are getting ahead of the re...
5 Touko 10min
