Episodes

  • Markets Weekly podcast (30 September 2024): China’s ‘bazooka’ and currency special

    Markets Weekly podcast (30 September 2024): China’s ‘bazooka’ and currency special
    Sep 30 2024
    Join Bhaskar Gupta, our Head of FX Distribution UK, as he explores the outlook for currency markets over the short and medium term. Topics on the agenda include the weakening US dollar, the impact of key central bank decisions and potential risk factors for the remainder of the year. Podcast host Julien Lafargue also examines economic stimulus measures in China, inflation in the major regions and interest rates in the eurozone.
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    Less than 1 minute
  • Markets Weekly podcast (23 September 2024): What could the Fed’s rate cut mean for bond markets?

    Markets Weekly podcast (23 September 2024): What could the Fed’s rate cut mean for bond markets?
    Sep 23 2024
    Hot on the heels of a busy week for central banks, Julien Lafargue and Michel Vernier, our Head of Fixed Income Strategy, reflect on last week’s rate cut from the US Federal Reserve and the potential implications for bond markets. Other topics include the upcoming US election, the ongoing impact of the 2008 financial crisis and the latest decision from the Bank of England.
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    Less than 1 minute
  • Markets Weekly podcast (16 September 2024): ECB rate cut and US inflation

    Markets Weekly podcast (16 September 2024): ECB rate cut and US inflation
    Sep 16 2024
    Join podcast host Julien Lafargue as he discusses falling US inflation, the recent rate cut by the European Central Bank, and the soaring price of gold. He also ponders the upcoming interest rate decisions from the Bank of England, the US Federal Reserve and the Bank of Japan.
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    Less than 1 minute
  • Markets Weekly podcast (9 September 2024): The risks of rising sovereign debt

    Markets Weekly podcast (9 September 2024): The risks of rising sovereign debt
    Sep 9 2024
    Should we be worried about government debt levels? Lukas Gehrig, our Quantitative Strategist, discusses the sustainability of the global sovereign debt burden, how it could be lowered, and what it could mean for investors. Julien Lafargue also pays tribute to our dear friend and colleague Henk Potts, the original host of this podcast, who sadly passed away last week.
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    Less than 1 minute
  • Markets Weekly podcast (19 August 2024): Where next for US and UK inflation?

    Markets Weekly podcast (19 August 2024): Where next for US and UK inflation?
    Aug 19 2024
    Tune in as host Julien Lafargue shares fresh insights on key events shaping financial markets. This week, he covers better-than-expected inflation data from the major regions and the most recent US employment figures, as well as the implications for central bank policy.
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    Less than 1 minute
  • Markets Weekly podcast (12 August 2024): Real estate special and US jobs

    Markets Weekly podcast (12 August 2024): Real estate special and US jobs
    Aug 12 2024
    What could the Bank of England’s recent interest rate cut mean for UK homeowners? Tune in as Stephen Moroukian, our real estate financing specialist, discusses the health of the housing sector for the remainder of 2024. He also covers the new government’s property pledges, mortgage approval rates and potential opportunities for international investors. Meanwhile, podcast host Julien Lafargue examines US employment data, the most recent decision from the Bank of Japan and the second-quarter US corporate earnings season.
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    Less than 1 minute
  • Markets Weekly podcast (5 August 2024): Equity market slump and US jobs

    Markets Weekly podcast (5 August 2024): Equity market slump and US jobs
    Aug 5 2024
    Amid weaker-than-expected data from the US economy, Julien Lafargue considers the market reaction to these announcements and the possible implications for investors. Key topics include rising unemployment, the latest rate decision from the US Federal Reserve and headlines from the second-quarter earnings season. Our host also examines the Bank of England’s first rate cut since March 2020 – could more cuts follow soon?
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    Less than 1 minute
  • Markets Weekly podcast (29 July 2024): Q2 earnings and AI latest

    Markets Weekly podcast (29 July 2024): Q2 earnings and AI latest
    Jul 29 2024
    Join host Julien Lafargue for fresh insights on the health of the global economy and financial markets. This week’s topics include the second-quarter earnings season, the fortunes of the AI sector, and upcoming central bank announcements, including a key decision from the Bank of England.
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    Less than 1 minute