Podcast – What to watch in 2024
Much like 2022, there can’t be many forecasters unhappy to see the back of 2023. Nonetheless, with crystal ball in hand, here’s what the Econoday team think will be driving global financial markets in [...]
January 2024
December 2023
Podcast – What surprised financial markets in 2023
This year has produced the usual string of surprises for global financial markets. The Econoday team reflect on which of these shocks had the most important impact on international investors. Subscribe [...]
November 2023
Podcast – Looking for the turn in interest rates
Financial markets are increasingly anticipating interest rate cuts in 2024 despite many central banks sounding much more cautious. The Econoday team looks at what the economic data suggest will happen. Subscribe [...]
October 2023
Bank of Japan: More of a tweak than a twist
In the face of extreme monetary tightening abroad, speculation was rife that the BoJ might finally be forced to follow suit yesterday. In practice, such talk proved overly aggressive. Max Sato and Jeremy Hawkins [...]
Podcast – The fallout from higher-for-longer
It took a while, but investors now seem to accept that many central banks will be keeping key interest rates at high levels for longer than originally expected. And with that, comes increased downside [...]
September 2023
Podcast – Central bank wrap and a word on oil
After the recent round of central bank announcements, hopes are building that many tightening cycles may finally be nearing an end. However, with prices up around 30 percent since last June, the oil market [...]
August 2023
Podcast – Key data for a policy pause
With the ECB and Fed currently leaving investors uncertain about what to expect from their respective policy meetings next month, inflation and employment data due later this week could have a big impact on [...]
Podcast – Economic growth defies inverted yield curves
Yield curves are inverted across North America, much of Europe and parts of the Southern Hemisphere but investors are split over what happens next to the global economy. Is a downturn just around the [...]
July 2023
Podcast – Global economic update: Where next?
While the general trend in interest rates remains up, inflation in many parts of the world is cooling as economic activity responds to the unprecedented monetary tightening already delivered. The Econoday team looks at [...]
June 2023
Podcast: Central banks are doing their own thing
Over the last couple of days, we’ve seen key interest rates hiked in the Eurozone, left on hold in the U.S. and cut in China. All of which means that the global economic outlook [...]