No Fiscal Free Lunch
Brittany Merollo joins the team to discuss France's ongoing political shake-up and the appointment of a new prime minister. They assess the implications for the 2026 budget, the fading prospects for f...
16 Sep 202559min
Sticky Rice and Shaky Trade
With frontloading fading and trade on shaky ground, Gaurav, Denise, and Stefan sift through Asia-Pacific’s latest export figures for signs of a slowdown. China’s manufacturing PMI offers little comfor...
9 Sep 202559min
The 40% club
Gaurav, Kamil and Andrew return to discuss the latest news on the European economy. Kamil unpacks the latest trade and industrial production data and what they reveal about the impact of higher U.S. t...
2 Sep 202544min
Peace in Ukraine: A Nobel Effort
Andrew, Barbara, and Denise join Gaurav for an in-depth exploration of the multifaceted Russia-Ukraine conflict, including potential peace terms and shifting scenarios. They assess the unexpected resi...
26 Aug 202559min
Compute is the New Oil
Gaurav and Andrew welcome Suren Vardanyan and Charlie Houston to the podcast to discuss the Middle East. The region remains relatively insulated from U.S. tariffs and has avoided the worst effects of ...
19 Aug 20251h 3min
Boiling the (Chocolate) Frog
Gaurav is joined by Stefan, Denise, Andrew, and Kamil for a bumper episode on the global fallout from the latest wave U.S. tariffs and deals. The team debates whether this is the end of globalization ...
12 Aug 20251h 3min
Struggling to Catch a Break
David Muir joins Gaurav and Andrew for another U.K. special. The U.K. increasingly appears to have done relatively well in recent trade negotiations with the U.S., but the team struggle to find much e...
5 Aug 20251h
It’s Not Over Yet
Gaurav, Denise, and Stefan dissect the shock loss of the ruling LDP-Komeito coalition in Japan’s upper house elections. Cost-of-living woes and anti-foreign rhetoric dominated the campaign. So, is Jap...
29 Jul 202549min
