Oil Peak? Consumer pique?
A bold call from David Fickling on oil this week... see if you agree. We also examine data showing the beginnings of a shift in US consumer behavior with Jonathan Levin. And John Authers discusses why...
20 Okt 202230min
Consumer Cracking
A hotter-than-expected September inflation print portends another jumbo rate hike. Today, we take a deep dive into the data, examining how inflation is influencing consumer behavior. We discuss with J...
19 Okt 202212min
Standoff
Market participants will be on the alert for signs President Xi Jinping's Covid-zero policy might be nearing the end of its shelf-life when Xi addresses the 20th National Congress of the CPC this week...
14 Okt 202231min
Q4... Continue Watching
Jonathan Bernstein joins to look at the midterms slate five weeks out. Clara Ferreira Marques discusses Jair Bolsonaro's performance in the first round of the Brazilian election relative to poll predi...
7 Okt 202231min
Dollar for Your Thoughts
Dollar strength is fast becoming an Achilles heel for global economies, already grappling with geopolitical uncertainty and unmanageable inflation. Sterling’s plunge this week after a stunning HM Trea...
30 Sep 202231min
Hawkish Rhetoric
Markets were faced with streams of hawkish rhetoric this week. In Russia, Vladimir Putin ordered the mobilization of reservists and, again, hinted at nuclear options. In Washington, Fed Chair Jerome P...
23 Sep 202231min
Advance and Retreat
This week we discuss market maneuvers post-CPI and pre-FOMC with John Authers. Clara Ferreira Marques discusses Putin’s options as domestic criticism emerges and President Xi fails to offer public ack...
16 Sep 202231min
Blackouts Loom
The Fed is about to enter its traditional pre-FOMC blackout period, so speakers were plentiful this week. We speak with Conor Sen about whether traders are pricing in the right move in September. Clar...
8 Sep 202230min
