Leaders Come; Leaders Go
Adrian Wooldridge joins to explore what a Liz Truss premiership might mean for markets, as she looks set to take over from Boris Johnson as Tory Party leader and British Prime Minister. Clara Ferreira...
2 Sep 202231min
The Fall
It's all about what the fall will bring. For market participants, Jackson Hole might provide a clue - Jonathan Levin joins on the Fed's glide-path. Leonid Bershidsky discusses the evolution of Russia'...
25 Aug 202229min
It's Tightening, Jim, But Not As We Know It
Marcus Ashworth on another tool central banks are ramping up. Not the PBOC though, which actively eased this week as 2022 GDP growth looks increasingly precarious. Dan Moss joins us. And Jared Dillian...
19 Aug 202230min
Inflation Reduction
Inflation may have cooled a degree in July, but pressures are still simmering. John Authers and Jonathan Levin weigh expectations and volatility... and the usefulness of models. Jonathan Bernstein loo...
12 Aug 202231min
Dire Straits?
The House Speaker's visit to Taiwan vied with the 'Fed Pivot' in dominating the market narrative this week. John Authers and Tim Culpan assess. We speak with Liam Denning about a green map of America ...
5 Aug 202231min
Dollar Strength; Global Pain
This week we examine how dollar strength is intertwined with pain for developing nations. Sri Lanka is serving as a warning to investors with nearly two dozen countries currently staring at default. E...
29 Jul 202230min
Decisions, decisions…
Interest rates, political leadership, mortgage payments... It was quite the week for decisions. We speak with John Authers, Shuli Ren and Brooke Sutherland on the difficult choices faced by institutio...
22 Jul 202231min
Recession Obsession
Inflation worsened and expectations for a 100-basis point move from the Fed revived debate over whether recession is here, imminent, or to come. We speak with Barry Ritholtz and Nir Kaissar. Jonathan ...
15 Jul 202230min
