China wants Taiwan - an important election approaches. Will Trump gift Ukraine and Taiwan? Latest inflation disappoints - markets react accordingly.
China wants Taiwan on the same terms that it took Hong Kong. 'One country two systems'. A bargain that Xi Jingping failed to honour. No wonder most Taiwanese are suspicious.Taiwan's upcoming President...
9 Jan 202434min
Worst start to the year this century for stocks and bonds. Geopolitics to replace interest rates as main driver of markets?
How many centrist political parties does Ireland need? Hosted on Acast. See acast.com/privacy for more information.
4 Jan 202434min
Looking backwards, looking forwards. What we got right and what we will get wrong.
Another year of forecasts, mostly wrong. And another season for making forecasts Hosted on Acast. See acast.com/privacy for more information.
23 Dec 202337min
2024: The biggest election year in history?
Over 100 countries will have elections of one kind or another during 2024. Some analysts think that will be the largest number in history. A lot of those elections could be very consequential.We start...
21 Dec 202336min
Three central banks, two very different messages on interest rates
The IDA's annual report on companies supported by them shows tech job losses. This is consistent with Ireland's external trade data - although the latter remains heavily distorted by post-pandemic ret...
17 Dec 202332min
Is the housing correction over before its started? Lots of interest rate cuts now priced in - there could be lots of disappointment
Jim returns from Canada and stresses the scope for improved economic & business ties with Ireland.Inflation is coming down but the world's central banks are poised to to do battle with the markets and...
13 Dec 202342min
Wow! For once, some real good news: those weight loss drugs could be the real deal. And, potentially, even a bigger deal than even originally thought!
In conversation with professor Shane O'Mara of Trinity College Dublin.Novo Nordisk has become Europe's largest, most valuable, company on the back of some new weight-loss drugs.Is the hype justified?I...
11 Dec 202329min
Oh Canada! Jim promotes Ireland on a tour of the East Coast. Exchequer returns that say boom and GDP data that say recession.
Jim shares his impressions of the state of Irish-Canada relations during a tour of the major east coast cities.Also in the frame: latest Exchequer returns and GDP data. Boom and bust in a week. Hosted...
9 Dec 202331min
