#202 The IMF's verdict on the UK economy
The IMF delivered a "could do better" report on the UK economy. James Sproule and Daniel Mahoney look at what it said and why. And James reveals why the spreads on some corporate bonds are causing con...
20 Okt 202514min
#201 ✨ Gold has entered the chat ✨
🪙 When James Sproule was growing up, gold was $35 per ounce. Today it's more than $4,000 per ounce. On the podcast this week we look at what's driving the surge in the price of gold and other preciou...
13 Okt 202515min
#200 Unpacking France's fiscal woes and why are new-builds even more expensive?
James Sproule is joined by our Global Head of Forecasting, Johan Löf to unpick how the shock resignation of France's latest prime minister is being felt by markets. Plus, could the UK's pipeline of ne...
6 Okt 202515min
#199 What's going to boost UK productivity?
This week James and Dan round up the latest UK data - does it change their outlook for the economy? Plus, could changing attitudes to technology help UK productivity growth?All in under 15 minutes.Wha...
29 Sep 202512min
#198 The big story from the latest MPC meeting
The Bank of England rates decision wasn't the biggest story to come out of last week's MPC meeting. Dan and James unpack the news on quantitative tightening and explain why it matters.Plus, house pric...
22 Sep 202515min
#197 Our latest Global Macro Forecast is out (and it's interest rates decision week)
Join James Sproule, Daniel Mahoney and Global Head of Forecasting Johan Löf to hear what's in our latest in-depth look at the health of the global economy, as well as why September is a key month in t...
15 Sep 202513min
#196 Gilt yields update, budget kite-flying, and good news from the office property market 🏢
On this week's podcast, Daniel Mahoney and James Sproule look at what high yields mean in the long-dated gilts market, consider a property tax idea being mooted for inclusion in the autumn budget, and...
8 Sep 202514min
#195 It's nearly autumn - must be Budget time
We're back after our break to discuss the impact of the summer's big news in macroeconomics.From the Bank of England's rate decision to what might be in the autumn Budget, James Sproule and Daniel Mah...
1 Sep 202514min
