Global Economy Podcasts
Global Economy Podcasts
Global Economy Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The Schwab Market Update highlighted how a temporary ceasefire in the Middle East is shifting market focus back to inflation and economic data, while noting that shipping disruptions and fragile peace keep risks alive. Key data points include the upcoming February PCE price index and Q4 GDP figures, which will influence Fed rate expectations, and a weak demand 10‑year Treasury auction that kept yields near 4%. The episode also reviewed the rally in equities, especially tech, airlines, and cruise stocks, driven by lower oil prices, and warned that real‑world logistics may lag behind headline improvements.
In this episode of FX Moment, Chief FX Strategist Audrey Charles Freeman and Chief UK Economist Dan Hansen examine how the recent US‑Iran cease‑fire announcement is easing market sentiment and reshaping the outlook for sterling. They argue that the war‑driven...
The episode breaks down the newly announced two‑week cease‑fire between the United States and Iran, highlighting the ambiguous terms each side claims as a victory, including Iran’s demand for influence over the Strait of Hormuz and the U.S. claim of...
The episode analyzes the market fallout from a fragile two‑week cease‑fire between Iran and Israel, focusing on oil logistics, price volatility, and speculative positioning. Hosts note that despite ongoing missile launches, the cease‑fire has sparked a sharp drop in Brent...
The episode examines Europe’s dual transition: decarbonising transport through rapid EV adoption and maintaining a competitive automotive industry amid Chinese overcapacity and shifting US subsidies. Guests explain how the EU’s reliance on Chinese batteries and EVs threatens supply‑chain resilience, while...
In this episode, hosts Marlon Weems and Arturo Dominguez discuss two major topics: the recent failed paramilitary invasion attempt on Cuba by U.S.-based exiles, and the Pentagon's push for unrestricted access to advanced AI from Anthropic, which the company refused,...
In this episode, ComBank’s host Mandy Drury and head of Forex, International and Geoeconomics Joe Caperso dissect the global fallout from the Middle‑East war, focusing on soaring oil prices, higher fertilizer costs and their ripple effects on inflation and interest...
In this episode, economist Liam Halligan warns that the UK is on a path toward a financial crisis, driven by soaring debt‑interest payments, record‑high gilt yields and a tax burden at its highest level since 1948. He explains how the...
In this brief market commentary, host Brian Seitel reviews the low‑volume trading day, noting a 1% market decline driven by geopolitical tension over the Strait of Hormuz and modest rises in yields and oil prices. He shifts focus to corporate...
The episode focuses on the looming U.S. deadline over Iran, which keeps oil prices near $100 per barrel and fuels market uncertainty, especially as U.S. ISM data shows slowing activity and a sharp rise in component prices. Samsung’s explosive earnings,...
In this episode, host JD interviews veteran pit trader and Substack writer JJ (Alyosha) about the escalating geopolitical tension in the Middle East, particularly the potential for a catastrophic conflict involving Iran and Israel and its impact on global oil...
In this episode, host Chad Bowne and guest Tom Boyke dissect the Trump administration’s new pharmaceutical tariffs and the U.S.-U.K. pricing arrangement, explaining how they aim to address two distinct challenges: low‑margin generic drug shortages tied to China and India,...
In this episode, host Michelle Martin talks with Vance Tan, Financial Services Manager at Phillip Capital, about why North Asia – Japan, South Korea, and Taiwan – is emerging as a new engine for global growth. Tan highlights Japan’s re‑rating...
The episode examines the tentative reopening of the Strait of Hormuz after weeks of disruption caused by the US‑Israel‑Iran conflict, highlighting the first Western container ship and a Japanese LNG carrier to transit the route. Captain John Conrad of GCaptain...
In this J.P. Morgan Weekender episode, Bruce Kasman and Joe Lupton dissect the latest U.S. labor market data, ongoing energy price shocks, and their implications for global growth. They highlight that while growth momentum remains supported by technology and business...
