En iyi Week Ahead podcastleri (2024)

1
The Causes and Consequences of More Volatile Bonds 10:11

3d ago10:11

10:11

Since the advent of modern financial markets, bonds have always had the reputation of being conservative – rather like an elderly family lawyer in a leather-bound chair frowning at more jumpy and excitable stocks. Bonds would never make you rich. However, they would provide you with a moderate, steady and dependable income. This reputation was chal…

1
After The Vote: The Effects Of U.S. Aid For Ukraine 29:41

3d ago29:41

29:41

After an excruciating six-month wait, new U.S. aid for Ukraine's defense could become law this week. Christopher Miller, Ukraine correspondent for the Financial Times and author of The War Came To Us: Life And Death In Ukraine, joins host Steve Gutterman to discuss how this is affecting the mood in Ukraine and what it could mean for the course of t…

1
How Long Can U.S. Strength Persist? 19:38

6d ago19:38

19:38

The U.S. economic machine rolls on and the BoE and ECB are now likely to cut a slower pace. Hear from George Moran, Host and European Economist, Jeremy Schwartz, U.S. Economist, and Kohei Okazaki, Senior Japan Economist, as they discuss their take on key U.S., Europe and Asia data out next week. Chapters: (U.S. 03:20), (Euro Area 06:12), (Asia 11:5…

1
The Dollar Dynasty 9:30

10d ago9:30

9:30

Growing up in New England, our sons had a privileged childhood as sports fans and particularly as football fans. Between 2001 and 2020, the New England Patriots, coached by Bill Belichick and with Tom Brady at quarterback, competed in nine super bowls and won six of them - a truly extraordinary performance in a league of 32 teams. It is all the mor…

1
High for Longer? 16:29

13d ago16:29

16:29

Hear from Andrew Ticehurst, Host and Australia Economist, George Buckley, Chief UK and Euro Area Economist, Ruchir Sharma, US Economist and Hannah Liu, China Economist as they discuss this week’s US CPI surprise and market reaction, and share their take on key US, Europe and Asia data out next week. Chapters: (US 02:19), (Euro Area 06:21), (Asia 10…

1
The Right Time to Cut Rates 9:07

17d ago9:07

9:07

Next Monday, I once again get to lace up my shoes and join my friends from the Dana-Farber team in running the Boston Marathon. This year will be particularly special, as both of our sons are also running the race. One of the advantages of being an older member of the team, (and I can testify to plenty of disadvantages), is that you accumulate advi…

1
The War And Terror 33:13

17d ago33:13

33:13

President Volodymyr Zelenskiy warns that Ukraine could lose the war if new U.S. aid is not approved. Is Russia about to make major advances? And why is the Kremlin doubling down on claims of a Ukrainian role in the Crocus City Hall attack despite a lack of evidence? Oleg Ignatov, senior analyst for Russia at the International Crisis Group, joins ho…

1
The Week Ahead – US CPI, ECB Meeting and FOMC Minutes 14:46

20d ago14:46

14:46

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:15), we have CPI, the FOMC minutes and PPI. In Europe (07:00), it’s the euro area Sentix, ECB policy meeting and UK GDP. Then it’s the latest from Asia (11:15) with China and India CPI, RBNZ meeting as well as glob…

1
The Week Ahead – US ISM, Payrolls and Fed Commentary, Euro Inflation, RBI Meeting, and BOJ Tankan Survey 15:19

28d ago15:19

15:19

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (03:05), we have ISM, payroll reports and communication from key Fed officials. In Europe (06:35), we have PMI, inflation and uemployment data. Then it’s the latest from Asia (9:30), with a central bank meeting in Indi…

1
Wage War 11:34

1M ago11:34

11:34

When I was nine, my father was elected to the Irish parliament and joined the new government. Not long after that, my history teacher, a man of the opposite political persuasion, was expounding on the Norman conquest of Ireland and the attempts of the local Irish clans to wage war against them….”not like the “wage war” we have with the current gove…

1
A Horrific Postelection Attack 37:44

1M ago37:44

37:44

Gunmen killed at least 137 people at a concert hall outside Moscow in the deadliest terror attack in Russia in 20 years. Why did this happen now, what does it mean, and how will the Russian state respond? Author and analyst Mark Galeotti, an honorary professor at the UCL School of Slavonic and East European Studies in London, joins host Steve Gutte…

1
The Week Ahead – US Consumer Confidence, French, Italian and Spanish Flash Inflation, Tokyo and Australia CPI 16:52

1M ago16:52

16:52

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:10), we have the PCE deflator, consumer confidence and durable goods orders. In Europe (07:06), it’s the euro area consumer confidence, money supply and French, Italian and Spanish flash inflation. Then it’s the la…

1
Dot-Plot Danger and QT Limits 12:32

1M ago12:32

12:32

This week, investors will be focused on the Fed’s second Federal Open Market Committee (FOMC) meeting of the year. They are widely expected to make no change in interest rates. However, Fed communications will provide guidance on two important subjects: First, they will update their summary of economic projections and their “dot-plot” forecast for …

1
The Week Ahead – Federal Reserve, Bank of England and Bank of Japan Meetings, European ZEW Surveys, China Activity Data 18:43

1M ago18:43

18:43

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:55), we have the Federal Reserve meeting and press conference with Fed Chair Powell. In the UK (11:36), we have the Bank of England meeting and CPI data, and in Europe, the latest ZEW surveys and several ECB speake…

1
From Business Cycle to Stretched-Out Expansion 10:47

1M ago10:47

10:47

Financial reporters and market strategists often argue about whether we are “early-cycle”, “mid-cycle” or “late-cycle”. However, these perspectives are based on an outdated model of how the U.S. economy behaves. In a pure “business-cycle” paradigm, the U.S. economy would, today, be in the late innings of an economic expansion that must naturally en…

1
Putin's Power Prolonged 34:12

1M ago34:12

34:12

Russia’s March 15-17 election is set to keep President Vladimir Putin in the Kremlin for six more years. Given that certainty, does the election matter? And what might Putin’s fifth term mean for Russia, Ukraine, and the world? Russian historian and analyst Sergei Medvedev joins host Steve Gutterman to discuss.…

1
The Week Ahead – US CPI, UK Labour Market Data and China CPI 17:05

2M ago17:05

17:05

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (04:36), we have CPI, retail sales and PPI. In Europe (11:07), it’s the euro area industrial production, Sweden and Norway CPI and UK labour market data. Then it’s the latest from Asia (13:49), with India and China CPI…

1
Japanese Lessons 12:54

2M ago12:54

12:54

On Friday, December 29th, 1989, the Nikkei 225 stock index hit an all-time high of 38,957. It then began to fall and it took until February 22nd of this year, more than a third of a century later, to reach this level again. Today, for the first time, it closed above 40,000. This ultra-long bear market in Japanese stocks was accompanied by the colla…

1
Weapons And War 20:05

2M ago20:05

20:05

Russian forces are seeking further advances after capturing Avdiyivka, and the $60 million U.S. aid package is still stuck in Congress. Dara Massicot, a senior fellow at the Carnegie Endowment for International Peace, joins the host to discuss a crucial juncture in Moscow’s war against Ukraine.RFE/RL tarafından oluşturuldu

1
The Week Ahead - Bank of Canada, Bank Negara and ECB Meetings, US ISM, Inflation and Earnings Data in Japan 13:52

2M ago13:52

13:52

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In North America (01:16), we have ISM and Payrolls, testimony from Fed Chair Powell and a Bank of Canada policy meeting. In Europe (05:19), the focus will be on the European Central Bank meeting and post-meeting press conference…

1
The Investment Implications of the Migration Surge 9:13

2M ago9:13

9:13

In last week’s article and podcast, I looked at the potential path for the U.S. economy over the next two years, noting that the outlook suggested a very tight labor market throughout. This would be a generally healthy outcome for the country, boosting economic growth and productivity and supporting solid wage growth. To the extent that it maintain…

1
The Week Ahead – US Core PCE, Euro Area Flash Inflation and Japan CPI 15:16

2M ago15:16

15:16

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:11), we have core PCE inflation, house prices and consumer confidence. In Europe (07:00), it’s the euro area consumer confidence, French, German and Spanish flash inflation and UK lending data. Then it’s the latest…

1
The Pressures of a Full Employment Economy 12:37

2M ago12:37

12:37

I spent most of last week fighting with a model. Before anyone starts googling “Nerdy Economist in Fashion Week Brawl”, I should clarify. I was fighting with a macroeconomic model that insisted on telling me something I didn’t believe. To be precise, it was projecting that, given the recent and projected pace of U.S. economic growth, the unemployme…

1
'Putin's Nemesis' Is Dead. Will Aleksei Navalny Still Figure In Russia's Future? 28:49

2M ago28:49

28:49

Jan Matti Dollbaum -- research group leader at LMU Munich and co-author of the book Navalny: Putin's Nemesis, Russia's Future? – joins host Steve Gutterman to discuss the life, death, and legacy of Aleksei Navalny.Steve Gutterman tarafından oluşturuldu

1
The Week Ahead - Fed Meeting Minutes, European Inflation Expectations, Central Bank Meetings in Indonesia and Korea 16:44

2M ago16:44

16:44

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:38), we have the latest Fed meeting minutes and jobless claims, Fed-speak and PMI data. In Europe (05:49), the focus will be on inflation expectations, PMI data and communication from ECB officials. Then it’s the l…

1
The Propaganda Of War And Politics 26:20

2M ago26:20

26:20

Ian Garner, an expert on Russian war propaganda and author of the book Z Generation: Russia's Fascist Youth, discusses the Kremlin's messaging about its war against Ukraine, the campaign for the noncompetitive election, and takeaways from Tucker Carlson's interview with President Vladimir Putin.Steve Gutterman tarafından oluşturuldu

1
The Week Ahead – US CPI and Retail Sales, UK CPI and Labour Market Data 14:35

3M ago14:35

14:35

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:20), we have CPI, retail sales, industrial production and PPI. In Europe (06:11), it’s the UK CPI, GDP, labour market data and the German ZEW. Then it’s the latest from Asia (11:12) with the Australian labour marke…

1
Will Job Market Strength Delay the Inflation Slide? 10:41

3M ago10:41

10:41

I think of myself as a pretty punctual person. I get impatient when others are late and I don’t give myself much time to spare when catching a flight. But sometimes, like when spending time with family, it’s OK to run a little behind schedule. One month into 2024, the economic slowdown appears to be running behind schedule. Growth is stronger than …

1
Zaluzhniy, Zelenskiy, And The Clouded Future Of U.S. Aid To Ukraine 30:34

3M ago30:34

30:34

The fate of Ukraine’s commander in chief is in doubt. So is the fate of future U.S. military aid. Christopher Miller, Ukraine correspondent for the Financial Times and the author of the book The War Came To Us: Life And Death In Ukraine, joins host Steve Gutterman to discuss what may happen and what it could mean as Russia’s full-scale invasion app…

1
The Week Ahead – US ISM Report, German Industrial Production, Japan Earnings Data 16:42

3M ago16:42

16:42

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:27), we have the service sector ISM report and the Fed’s latest Senior Loan Officer survey. In Europe (06:53), the focus will be on German industrial production, the February Sentix survey of investor sentiment and…

1
A Plane Crash, A Verdict, And A Hint Of Electoral Politics In Russia 37:01

3M ago37:01

37:01

Author and analyst Mark Galeotti joins host Steve Gutterman to discuss the mysterious Russian military plane crash that Moscow claims killed 65 Ukrainian POWs, the verdict against nationalist Putin critic Igor Girkin, and the would-be presidential candidacy of Boris Nadezhdin.Steve Gutterman tarafından oluşturuldu

1
Too Much Growth for Early Easing 9:17

3M ago9:17

9:17

This Friday, the groundhog will emerge unwillingly from his lair, examine the available evidence, that is to say, the presence or absence of his shadow, and, in all probability, reject any speculation about an early spring - at least for the next six weeks. According to USA Today, this has been the groundhog’s prediction in 107 of the last 127 year…

1
The Week Ahead – US NFP, Fed, BoE and Riksbank Policy Decisions 15:55

3M ago15:55

15:55

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (2:15), we have ISM manufacturing, non-farm payrolls and the FOMC meeting. In Europe (05:42) it’s the Bank of England and Riksbank’s policy decisions, euro area GDP and flash inflation. Then it’s the latest from Asia (…

1
A Thaw in Sentiment 6:30

3M ago6:30

6:30

Last Friday, as much of America was settling in for the coldest weekend of the year, the University of Michigan released its preliminary January reading on consumer sentiment. The numbers were a pleasant surprise – the consumer sentiment index jumped 9.1 points to a reading of 78.8 – the best number seen since July 2021. This confirmed other signs …

1
A Crucial Year For Ukraine And The West 21:19

3M ago21:19

21:19

While Russia’s war on Ukraine may not end in 2024, this could be a make-or-break year for Kyiv’s defense against the invasion. Will the European Union come through with sufficient support? Marie Dumoulin, Director of the Wider Europe program at the European Council on Foreign Relations, joins host Steve Gutterman to discuss.…

1
The Week Ahead – US Q4 GDP, ECB Policy Meeting, Central Bank Meetings in Japan and Malaysia 16:14

3M ago16:14

16:14

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:12), we have Q4 GDP, January purchasing manager index (PMI) and key inflation data. In Europe (09:15), the focus will be on the ECB policy meeting, a German IFO report and PMI data. Then it’s the latest from Asia (…

1
Will Rising Federal Debt Force Rates Higher? 8:42

3M ago8:42

8:42

Every January, firms throughout the financial industry, including our own, hold annual training meetings or conferences. One of the highlights of these meetings is an award for salesperson or sales team of the year. These titles are hard-earned and well-deserved. At least for our own firm, I can say that the winners are always those who, not only a…

1
Winning And Losing In Ukraine 31:46

3M ago31:46

31:46

Could Russia end up winning its war against Ukraine? If it doesn't, could Ukraine and the West still lose? Ruth Deyermond, senior lecturer in the Department of War Studies at King's College London, joins host Steve Gutterman to take stock as Russia's full-scale invasion nears its third year.Steve Gutterman tarafından oluşturuldu

1
The Week Ahead – US Retail Sales, UK CPI and China GDP 17:44

3M ago17:44

17:44

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:29), we have retail sales, industrial production and UoM consumer expectations. In Europe (06:57), it’s the Germany ZEW survey, ECB December meeting minutes, UK labour market and CPI data. Then it’s the latest from…

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