Amadou Sy on Why Africa Is Keeping Its Debt Closer to Home
In this episode, IMF Assistant Director Amadou Sy explains the growing shift in African governments from external, often dollar‑denominated debt to domestic, local‑currency debt. He outlines the benefits of reduced currency risk and greater fiscal flexibility, while noting higher borrowing costs, shorter maturities, and the need for robust domestic capital markets. Sy emphasizes that developing a stable macroeconomic environment, transparent debt management, and a diversified investor base—including pension funds, insurers, and foreign portfolio investors—is essential for sustainable domestic debt markets and private‑sector financing.
Global Data Pod Research Rap: Inflation Monitor
In this Inflation Monitor episode, J.P. Morgan economists Nora Santivani, Raphael Brunager, Mike Hansen, and Alan Monks examine how the recent oil price shock—spiking Brent to around $100—affects headline and core inflation across the Eurozone, United States, and United Kingdom....
The Unintended Consequences of Conflict
In this episode, Fred Neumann and Harold van der Linde explore the second‑round effects of the Middle East conflict on Asian economies, highlighting how rising oil and gas prices ripple through raw material costs such as plastics, cement, fertilizers, and...
PETER LEWIS' MONEY TALK - Thursday 12 March 2026
In this episode of Peter Lewis' Money Talk, host Peter Lewis talks with Andrew Freris, CEO of Ecognosis Advisory, and Nick Marro, Principal Economist for Asia at the Economist Intelligence Unit about the recent fuel subsidy crisis in Vietnam and...
Wednesday - March 11, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews the latest market volatility driven by geopolitical tensions in Iran and rising energy prices, while noting that overall equity indices have been relatively flat. He breaks down the February...
'Largest Ever' Oil Reserve Release Agreed by 32 Countries
The episode explains that 32 IEA member countries have agreed to release a record 400 million barrels of emergency oil reserves—the largest ever—to curb soaring energy prices amid the US‑Israel conflict in Iran. IEA Executive Director Faith Beryl notes this release is...
How Are Geopolitics and AI Trends Impacting Leveraged Finance?
In this episode, JP Morgan’s Amaury Guzman, Kevin Foley (global head of capital markets) and Tarek Hamid (head of North American Credit Research) debrief the themes from their Global Leveraged Finance Conference, focusing on how heightened geopolitical risk—especially the Iran‑related oil...
Inflation, Iran and the Industrial Accelerator Act
In this episode of the Sound of Economics, former Dutch central bank governor Klaas Knopp and Bruegel director Jeremy Zentelmeier assess Europe’s economic outlook amid the new Israel‑Iran conflict, highlighting the region’s surprising resilience but warning of a negative supply shock from...
IEA Proposes Record Release of Oil Reserves
The episode focuses on the International Energy Agency's proposal to release a record 400 million barrels of oil from member countries' strategic reserves to counter a sharp price surge caused by the near‑closure of the Strait of Hormuz after Iranian attacks....
Oil Rally Tests Diversification Strategy
In this episode, Serena Tang explains how a surge in oil prices could undermine the traditional negative correlation between stocks and bonds that investors rely on for diversification. She outlines how the pandemic-era co‑sell‑off of equities and bonds was driven...
Hardball with Chris Matthews + Janelle Stelson Part 1
In this episode of Hardball, Chris Matthews interviews Pennsylvania congressional candidate Janelle Stelson, who discusses her narrow loss in the previous race and her strategy to defeat incumbent Scott Perry, a staunch MAGA figure. Stelson highlights Perry's controversial voting record...
Hennion & Walsh's Mahn: Headline Risks Increase Volatility, Don't Stop Bull Run
The episode features three main segments: an interview with trader Peter Robbins about his new book, The Trader's Journey, where he emphasizes realistic expectations, personalizing strategies, and the psychological side of trading; a discussion with analyst Alison Hadley on how...
Buckle Up
In this episode of Reuters Morning Bid, Amanda Cooper and Mike Dolan dissect the wild swings in oil prices after former President Trump hinted the Iran conflict could end soon, noting crude jumped $30‑$25 per barrel in a day before...
CommBank View: Economics & Markets - Trailer
In this introductory trailer, host Mandy Drury outlines the new CommBank View: Economics & Markets podcast, which will feature the Commonwealth Bank’s Global Economic and Markets Research Team delivering deep analysis of fast‑moving global markets, shifting policy settings, and an...
Market View: Is There a Real Path to De-Escalation for the Iran Conflict? Will the US Market Meltdown? AI’s Debt-Fueled Data...
In this episode, Michelle Martin and Ryan Huang dissect the market fallout from the Iran conflict, highlighting President Trump's mixed signals that have driven oil volatility and raised the odds of a U.S. market melt‑down to 35% according to strategist...
$100 Oil Is Back
The episode examines the sudden surge of oil prices above $100 a barrel, driven by escalating attacks on Persian Gulf infrastructure amid the Iran‑Israel‑U.S. conflict. Journalists Luke Vargas and Joe Wallace explain how the closure of the Strait of Hormuz,...
Market View: How High Can Oil Go? Winners and Possible Losers Amongst Defense Stocks and SG Agri Counters
The episode examines how the recent escalation of the Iran‑Israel‑U.S. conflict is pushing oil above $100 per barrel, creating inflationary pressure and market volatility across Asia and the U.S. It highlights the mixed impact on Singapore‑listed agricultural stocks, where upstream...
Peter Conti-Brown on a New Fed-Treasury Accord
In this episode, host David interviews Peter Conti‑Brown about his recent essay outlining three possible reforms to the Fed‑Treasury relationship, focusing on discount‑window liquidity and its stigma. They discuss recent remarks by Fed Governor Michelle Bowman and Treasury Secretary Janet...
Global LPG Conversations: Middle East War Hits Global LPG Markets
The episode examines the immediate impact of the Middle East war and the closure of the Strait of Hormuz on global LPG markets, focusing on sharp price spikes in Asia's forward curve, especially the August Faris Index, which jumped 24%...
War in Iran, Healthcare Resurgence & Isa Changes: The Companies and Markets Show
The episode examines the fallout from the US‑Israel strike on Iran, with Mike Ferhey explaining how disruptions to the Strait of Hormuz and attacks on LNG facilities are driving sharp spikes in oil and gas prices, pressuring European energy markets,...
TWIFO 487: An Explosive Week in Energy, Equity, Crypto and More
In this episode of This Week in Futures Options, host Mark Longo and CME Group chief economist Eric Norland dissect a volatile week across energy, equity, and crypto markets. They highlight heating oil, crude oil, and natural gas as the...
Metals Movers: Stainless Insights with ISSDA’s President
In this episode Deepika Singh talks with Rajamani Krishnamurthy, President of the Indian Stainless Steel Development Association (ISDA), about the rapid expansion of India’s stainless‑steel sector and the structural challenges it faces. Krishnamurthy stresses that the biggest hurdle is the prevailing...
Spring Fertilizer Supply Fears Grow as Iran War Chokes Key Shipping Route
In this episode, host Sean talks with Stonex analyst Josh Linville about the sudden disruption to global fertilizer markets caused by the U.S. military operation in Iran and the resulting closure of the Strait of Hormuz. They explain how the...
Morning Market Brief
In this Morning Market Brief, Lars Fuller explains the S&P's rebound after a 2.5% drop, attributing it to U.S. actions securing oil shipments through the Strait of Hormuz, which lowered oil prices from $77 to the $74‑$75 range. He predicts...
Market View: Gold Rush, Oil Shock & Sea’s Surprise - Markets Brace for a New Volatility Cycle
In this episode, Michelle Martin and market analyst Ryan Huang dissect a volatile global backdrop, covering Asian equity declines, the earnings surge and share‑price drop of Singapore‑based Sea Ltd (Shopee), Singapore’s push to become a regional physical gold hub, and...
Wednesday: RBA's Bullock Says March Call 'Live'
The episode covers a sharp rise in oil prices amid Middle East tensions, its impact on global markets, and an upgraded Australian Q4 GDP forecast of 0.7% growth. ANZ economists discuss central banks' cautious stance on inflation, noting higher oil...
Risk Off as Market Ponders New Energy Crisis From Iran Conflict.
The episode analyzes how the escalating Iran‑Israel conflict is triggering a fresh energy crisis, especially in Europe, where gas spot prices have surged 70% and oil is trading above $80 per barrel. Hosts discuss market reactions: a brief rally in...
TGS Live: Larry Kotlikoff on Debt, Tariffs, and the Public Role of Economists
In this live episode, Glenn Lawry talks with distinguished economist Lawrence Kotlikoff about the public role of economists, the need for them to move from descriptive to prescriptive work, and how economic tools can help both households and policymakers. Kotlikoff...
The Debt Reckoning: Rodrigo Valdés and Era Dabla-Norris
In this IMF podcast, Directors Rodrigo Valdés and Deputy Era Dabla‑Norris discuss the surge in global debt, now approaching 100% of GDP, and the challenges of translating fiscal policy into politically viable actions. They explain how pandemic‑driven spending, prolonged low...
Week Ahead: Shockwaves From Iran
In this urgent episode of Reuters Morning Bid, hosts Carmel Crimmins and Amanda Cooper dissect the fallout from a wave of US and Israeli strikes that killed Iran’s supreme leader, sparking Iranian drone and missile retaliation. They highlight the immediate...
European Rate Markets: Eurobonds, By-Elections and the Spring Statement
In this episode, Francis Diamond and Aditya Chaudhia discuss European rate markets, focusing on euro‑area bond issuance, German duration outlook, and UK political developments. They assess the limited near‑term impact of proposed EU defence‑related Eurobonds, maintaining a neutral stance on...
AI Agents and the Future of Global Trade with Alibaba’s Kuo Zhang - Ep. 291
In this episode, Kuo Zhang, President of Alibaba.com, explains how the platform’s new AI agent, Axio, is transforming global B2B trade by handling complex sourcing tasks, from interpreting natural‑language requests to managing compliance, logistics, and supplier communication. He highlights real‑world...
Tariffs Fail to Knock Markets and Meta Strikes $60bn AI Chip Deal with AMD
The episode examines the fallout from recent US tariff moves, noting that despite uncertainty and mixed corporate news—such as Aston Martin’s job cuts—the FTSE 100 remains near record highs. It highlights the AI arms race, focusing on AMD’s $60 billion chip...
Market View: Banks, Planes & Political Signals
The episode reviews recent market moves, highlighting OCBC's 3% profit rise driven by strong non‑interest income and a proposed special dividend, while noting net interest margin compression. Singapore Airlines showed robust revenue growth and higher passenger loads but saw net...
Tariffs Are Down, But Uncertainty Is Back
The U.S. Supreme Court ruled that President Trump lacked authority to impose the emergency “Liberation Day” fashion tariffs, reducing the import levy to a baseline 10 percent with a possible rise to 15 percent. While the headline cut offers short‑term...
Tariff Uncertainty Weighs on U.S. Stocks and Business Leaders
The episode examines how renewed U.S. tariff uncertainty, sparked by President Trump's recent statements and a Supreme Court ruling, is rattling markets and leaving business leaders scrambling for clarity on refunds, consumer reactions, and legal strategies. It highlights the contrast...
The Man Who Would Be King of Saudi Arabia (with Karen Elliott House)
In this episode, Russ Roberts talks with journalist Karen Elliott House about her new book on Crown Prince Mohammed bin Salman, examining the Saudi leader’s drive to modernize the kingdom while consolidating political power. House outlines MBS’s motivations—economic diversification, geopolitical influence, and...
Courting Global Tariffs as US GDP Takes a Hit
The episode surveys a week of global economic turbulence, highlighting AI’s expanding role in the Australian job market, rising geopolitical risks in the Middle East, and mixed central‑bank signals across major economies. Dr. Blair Chapman notes a surge in AI‑specific...
A Look at Our Geopolitical Analysis Process
In this 17‑minute episode, South America analyst Mario Braga explains RANE’s geopolitical analysis methodology, illustrating it with the shifting U.S.–Venezuela relationship. He details how analysts monitor political, economic, and security indicators, assess scenario probabilities, and translate findings into actionable intelligence...
When Lower Inflation Hurts
In this episode of the Dividend Cafe, host David Bonson examines the current U.S. economic landscape, focusing on the paradox of disinflation that may arrive in 2026 but could be economically painful. He breaks down recent data—including a weaker-than-expected GDP...
Episode 288: Glass Box
David and Kevin analyze the S&P 500’s prolonged tight‑range trading, noting heavy short‑selling and bearish sentiment. They explore scenarios where the Magnificent 7 and broader software stocks rally, potentially sparking a market upside, while also highlighting the resilience of international markets,...
Tariffs Ineffective Against US Trade Deficit? & Family Feud Over Reese’s Recipe
Neal and Toby examine why the U.S. trade deficit continues to grow despite the Trump administration's aggressive tariff policy, highlighting the limited impact of tariffs on the broader balance of payments. They then shift to a family dispute over the...
Shutdown Shadow
The episode examines the impact of the 43‑day government shutdown on U.S. GDP reporting, noting that growth is still projected to be robust despite the delay. It discusses emerging signs that higher‑income households are curbing discretionary spending and outlines what...
The British Stock Riding the SpaceX Boom
The episode examines why the UK stock market is outpacing the US in 2026, highlighting insider trades at Raspberry Pi and M&S, and a surprising AI prospect in a Japanese toilet firm. Charlene Young warns listeners about fake celebrity investment ads...
Recently Boring Nvidia Reports Next Week. Did We Just See German Green Shoots?
In this episode, Saxo Global Head of Macro Strategy John J. Hardy examines the stark divergence between the US equity market, which remains highly dispersed and volatile, and Europe’s rally driven by record inflows. He highlights the lingering uncertainty in...
The Ultra Bull Case for Lithium (YJ Lee)
In this episode, YJ Lee, founder of the Arcane Green Metal Fund, explains why the July 2024 lithium price dip was a prime buying window and projects a conservative 4.6 Mt lithium demand by 2030, driven by a 33% annual growth...
Morning Market Brief
Lawrence Fuller reviews recent economic data, highlighting a strong finish to the year in housing starts and building permits, though noting a four‑year decline trend. He points out a better‑than‑expected 0.7% rise in January industrial production, driven by consumer goods...
Driving Discussions: The Gasoline Glut - Markets Out of Balance
The episode analyzes the unexpected surge in global gasoline demand and price spreads in late 2025, attributing it to tight refinery capacity in Asia and the Middle East and seasonal factors. It examines how rising EV adoption, evolving blending mandates,...
How to Build Inflation-Proof Real Estate Strategies with Jose Pellicer, Co-Founder and Partner at Evonite
In this episode, hosts Aaron Cameron and Adam Powadiuk discuss how geopolitical turbulence is reshaping commercial real estate, with insights from Evonite co‑founder Jose Pellicer. Pellicer outlines a resilience‑focused, inflation‑protective investment thesis, emphasizing the strength of necessity‑based retail and food‑anchored...
Morning Market Brief
In this Morning Market Brief, Lawrence Fuller notes that markets steadied after a sharp morning dip, buoyed by positive news on Iran nuclear negotiations, reducing geopolitical risk. He highlights the pervasive impact of AI-driven disruption across sectors, especially retail, where...