Sheldon Macdonald and Nathan Sweeney talk about the topics driving the markets in their weekly Monday update.
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Global Outlook Podcasts
Global Minnesota’s mission is to promote international understanding and engagement.
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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
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Capital Economics, a world leading provider of macroeconomic insight, presents The Weekly Briefing – the show with all you need to know about what's happening in the global economy and markets. From the Fed's next decision to China's slowdown to moves in equities, bonds and FX, each week, our team of economists take apart the big economic and market stories and highlight the issues that investors should be paying more attention to.
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The euro goes up, the dollar goes down, and China devalues the yuan. But what's behind these currency fluctuations? This forex podcast is all about the global currency market. Our three financial market analysts, who are also top Bloomberg forecasters, discuss macro-economic news and its effect on the global financial market - providing you with insights to make informed decisions. *The information contained in this podcast does not constitute a recommendation from any Ebury entity to the re ...
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Westpac Senior Economists discuss key economic themes published in the monthly Westpac IQ 'Market Outlook' report. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances.
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From the team analysing the intersection of finance and security, tune into compelling conversations on the real-world impact of global illicit finance. This podcast explores the financial dimensions of today’s leading transnational security challenges. Host Tom Keatinge and the team from the Centre for Finance and Security at RUSI bring you unique insights on the challenges posed by illicit finance and practical analysis of the policy responses. They interview top thinkers and influential v ...
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Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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Listen to James O'Brien's phone-in show, which will make you think - and possibly change your outlook on the big stories.
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The commercial world is always changing and the legal landscape never stands still. Keeping pace with all those changes, and knowing how they affect your organisation, is a big responsibility and a challenging task. Ashurst Legal Outlook will keep you at the forefront of the most pressing legal issues, offering insights from legal experts across our international network.
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The global markets outlook for 2024. Nick Downing, CEO, shares the global highlights from various sources. Sean Fitzpatrick, Investment Analyst, shares with us South African updates.
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Rabobank's RaboResearch Food & Agribusiness team has 90 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer ...
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Betty Salanic, CEO and founder of Accelerate Investors, interviews the world’s leading Chief Investment Officers to learn about their background, hear their current investment strategies and understand their global outlook.
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This podcast series focuses on insightful one-to-one conversations between Frank Vitagliano, CEO of the Global Technology Distribution Council (GTDC) and respected thought leaders from the IT community. From executives of the world’s leading tech distributors and tech vendors to esteemed analysts, researchers and other astute professionals, guests share their unique perspectives on trends and activities in the channel in a non-promotional and unbiased format.
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Welcome to the best bits of James O'Brien's LBC phone-in show. Listen back to all the highlights in a 60-minute bite sized chunk of his show with new episodes every weekday. James covers all the big stories which will make you think - and possibly change your outlook. For advertising opportunities on this podcast email: [email protected]
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S&P Global Commodity Insights analysis of key oil price movements across the globe.
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Global perspectives and local insights from our investment teams. © 2023 Franklin Templeton https://www.franklintempletonglobal.com/franklintempletonglobal/legal-info
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News, views and interviews from the global Battery Technology industry
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The ANDREA MITCHELL CENTER FOR THE STUDY OF DEMOCRACY aims not just to promote, but to understand, democracy. Global in its outlook, multifaceted in its purposes, the Mitchell Center seeks to contribute to the ongoing quest for democratic values, ideas, and institutions throughout the world. In THE ANDREA MITCHELL CENTER PODCAST, we interview scholars, journalists, and public thinkers grappling with the challenges facing our democracy. Many of the episodes are linked to our other programming ...
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Hotel News Now’s experienced, award-winning journalists bring diverse perspectives and voices to the news. From exclusive video interviews with CEOs, to conference news from around the world, to coverage of public hotel companies, our stories are accessible for free 24/7 to inform your business today and in the future. Hotel News Now tells the stories behind the STR hotel data you know, incorporating big-picture data trends and STR’s expert voices into our global coverage of hotel performanc ...
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The Russak Outlook podcast is an information packed presentation, focusing on current events, Christian apologetics, the reality of Jesus and the 7 mountains of cultural influence in the world today. Mark’s unique perspectives is aimed at presenting both sides of an argument, enabling the listener to reach a conclusion rooted in truth, regardless of the outcome.
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A PwC podcast series in which our economics experts discuss the UK and global macroeconomic outlook and what this means for businesses.
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Looking for timely information on fixed income trends and market opportunities? PGIM Fixed Income is proud to bring you, All the Credit. Each month, All the Credit features new guests that cover what matters most in global fixed income and how it could impact your portfolio.
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In-depth analysis of current trends and future expectations for different segments of the oil market, with a focus on understanding both the supply and demand dynamics at play.
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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.
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Join Nascia (Nas), a Taiwanese-Singaporean life and business optimization coach, on NasTea Talk – the podcast that serves up a refreshing blend of global awareness, personal development, and mindful living. Drawing from her diverse background, including leadership roles in international businesses and a deep dive into Zen practice following a profound personal loss, Nas offers a unique perspective on navigating today’s world. Each week, we explore ”Global Brew” – analyzing current events and ...
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Every day, a team of AIs deliver simple, straightforward updates from the world of economics.
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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Join the MUFG Global Markets Research Team for expert analysis of the week’s most pressing topics impacting economies and the markets
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Interviews, analysis and reporting from S&P Global Commodity Insights on energy and commodities' transition to a cleaner future. Hosts Taylor Kuykendall and Eklavya Gupte speak with policymakers, industry professionals and SPGCI in-house experts worldwide on topics related to decarbonization, climate, emerging fuels and energy sources, and the outlook for commodity markets from oil to power to metals. The Energy Evolution podcast has merged with the Platts Future Energy podcast as of January ...
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From global macroeconomic trends to impacts on the credit markets to regulatory and political changes, Fixed Interests delivers your economic update in 15 minutes or less.
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Podcasting about issues that impact the global chemical industry.
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Based in Toronto but global in outlook, pozcast challenges the status quo and celebrates people living and thriving with HIV. Host James Watson and his guests explore what it means to be poz and share stories of resilience, courage and resolve. Pozcast gets upfront and personal on issues that matter to the HIV community through candid conversations about health, work, love and life.
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Value investing insights directly from senior investment personnel at Pzena Investment Management.
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The Global in the Granite State Podcast is an engaging and informative show that aims to provide the audience with a deeper understanding of important international issues. By featuring experts in the field and individuals with lived experiences, the podcast offers a well-rounded perspective on various global topics. By focusing on breaking down complex issues in an easily understandable way, the Global in the Granite State is particularly valuable for those who are interested in global affa ...
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The Space is a weekly deep dive into a pressing human rights issue that is in focus that week. The show is global in outlook, human in approach, and conversational in tone. It aims to give local activists and human rights defenders from around the world a voice, a space to tell their stories, and an opportunity to present solutions for change.
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RD Burman... there's always a bit of Panchamness, woven deeply with our moments and memories. Why are his creations far outliving his physical mortality? While researching on this, we realised its not enough to listen to his music. To execute his traits in whatever we do is truly, the best form of paying homage to this genius. His traits like, how he identified his core strength early and built his foundation, how he was the epitome of creativity and innovation with fearless experimentation, ...
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THINK aloud is a podcast by ING Global Research hosted by Senior Editor Rebecca Byrne. Subscribe to hear expert analysis on the global economy, monetary policy, and financial markets, that you won't find anywhere else.
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Join the World Gold Council’s market strategists for informative and insightful discussions with global thought leaders. Together, we’ll unearth golden insights spanning macroeconomics, investment and consumer trends, geopolitics, technology, trust, supply chains and more.
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The Luxury Item is the leading podcast on the business of luxury. Join brand and luxury expert Scott Kerr for insightful discussions with CEOs and other leaders of the world's most influential luxury brands. The show shines a spotlight on the most powerful trends and financial forces impacting the global luxury market, the evolving demands of consumers and the outlook for the sector. You'll get valuable insights and takeaways that will inspire you to rethink your strategies and unlock new gr ...
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Are you curious about owning physical gold, silver, and other precious metals? America's Gold Authority® Podcast, presented by U.S. Money Reserve, provides information and insights into these tangible assets, exploring their role in preserving wealth and navigating market fluctuations. The experts at U.S. Money Reserve identify and break down key factors influencing gold and precious metal pricing, portfolio strategies, and how to securely acquire and store physical metals. Learn how gold an ...
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1
Global Economic Outlook Dims Amid Trade Tensions, US Manufacturing Struggles
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In today's episode, we delve into the OECD's latest Economic Outlook, highlighting a more cautious global growth forecast due to rising trade barriers. We also examine the ongoing contraction in the US manufacturing sector, with the latest PMI data indicating persistent challenges. Additionally, we explore the easing inflation trends in the US and …
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1
Global wine outlook, consumption challenges, and arising opportunities for New Zealand and Australia
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Join Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, and New York-based RaboResearch Global Beverages Strategist Steve Rannekleiv as they unpack structural and cyclical wine consumption challenges, whether New Zealand and Australia could benefit from US trade friction with the EU, and how this stacks up to the global productio…
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Lloyd Chan, Senior Currency Analyst at MUFG Global Markets Research Asia, speaks this week about the outlook for the Indonesian rupiah following the 2 April US Liberation Day and last week’s Bank Indonesia policy meeting. Lloyd also highlights that Indonesia's economy had slowed even before US Liberation Day and the BI could cut the policy rate one…
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Midyear Global Outlook, Pt 2: Why the U.S. Still Leads Global Markets
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Our analysts Serena Tang and Seth Carpenter discuss Morgan Stanley’s out-of-consensus view on U.S. exceptionalism, and how investors should position their portfolios given the current market uncertainty. Read more insights from Morgan Stanley. ----- Transcript ----- Seth: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Globa…
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Global Investment Management Survey: Outlook on recession and more
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Chris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, shares some key takeaways from the Global Investment Management Survey and provides thoughts on the US equity market, consumer spending, and the potential for recession.
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Episode 41: Geopolitical 'choppy waters': Inventory and freight shifts in global oil markets
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In Episode 41 of the Sparta Market Outlook Podcast, the team dives into a volatile week in the oil market, dissecting competing headlines from potential Israeli strikes on Iran to shifting U.S. sanctions on Venezuelan oil and EU adjustments to the Russian price cap. They explore the contrast between bearish bond market sentiments and AI-driven equi…
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Back from the brink – How the global outlook has brightened (and what can still go wrong)
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Things are looking up after the US and China de-escalated their trade war, but is the global economy off the hook? In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing tells David Wilder why the tariff situation is looking brighter, but also identifies the key flashpoints to watch in the coming we…
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Biblical Prophecies Unfolding: Israel's Victory, Syria's Crisis & Global Spiritual Awakening
26:58
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In this episode with Art of Heaven Newstalk, Mark Russak, Johnny Brumit, and Chris Young explore the prophetic significance of current Middle Eastern conflicts, including Israel's defensive victories and Syria's leadership changes. The team examines biblical prophecies about Gaza from 600 BC that appear to be fulfilling in real-time, discusses the …
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Man convicted after burning a Quran - should this be against the law?
56:02
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A major deal that hoped would save Thames Water has collapsed, with US private equity group KKR pulling out of negotiations that would have seen them inject £4 billion in fresh equity into the company. What is next for Thames Water - do you believe it will be successfully nationalised? And, a man who burned a copy of the Quran outside the Turkish c…
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Credit Markets in Transition: The Evolution of Liability Management
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In this episode of All the Credit®, Credit Markets in Transition, we explore the evolving role of liability management in global credit markets and how they’re reshaping outcomes for investors, creditors, and the broader credit market. PGIM Fixed Income’s Brian Barnhurst, CFA, Head of Global Credit Research, hosts Ryan Kelly, CFA, Lead Portfolio Ma…
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This is a catch-up version of Lewis Goodall stepping in for James O'Brien's live, daily show on LBC Radio. To join the conversation call: 0345 60 60 973By Global
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A US trade court ruling has put the legal fate of President Trump’s tariffs in limbo. But will this actually change the course of US trade policy – and what could it mean for the economy and for investors? Alec Phillips, chief US political economist with Goldman Sachs Research, discusses with Allison Nathan. This episode was recorded on May 29, 202…
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Blackout in Spain: what we know and lessons for the future
32:42
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A blackout of historic proportions on the Iberian peninsula April 28 has sparked a debate on responsibility and prevention, while the investigation into the causes is ongoing. One undeniable conclusion is that investments in grids are becoming more important, S&P Global Commodity Insights analysts Kerry Thacker-Smith and Alexandre Mace explain on t…
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Trade Rebalance: Restoring the American Dream
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Rebalancing the Economy: A Call to Action for the Middle Class On this episode of America’s Gold Authority® Podcast, host Mike Barnes is joined by former U.S. Mint Director Philip Diehl and financial education expert Brad Chastain to examine the seismic shift in the American economy that has taken shape over the last four decades. Philip traces the…
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1
Why Equity Markets May Be Stronger Than You Think
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Our CIO and Chief U.S. Equity Strategist Mike Wilson explains how his outlook on earnings and valuations give him a constructive view on U.S. equities for the next 12 months. Read more insights from Morgan Stanley. ----- Transcript ----- Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Stra…
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1
Can Keir Starmer make Britain "war-fighting ready"?
57:04
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Today, Sir Keir Starmer has unveiled the government's new defence spending plans, stating that the UK military is moving to "war-fighting readiness", but he's being criticised for a lack of urgency in hitting the promised 3% spending increase. To help work out whether this is the case, Lewis is joined by Mike Martin, Liberal Democrat MP for Tunbrid…
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This is a catch-up version of Lewis Goodall stepping in for James O'Brien's live, daily show on LBC Radio. To join the conversation call: 0345 60 60 973By Global
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02/06/25: Market rebound, trade updates & Nvidia’s AI push
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In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the time of recording and should not b…
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Global Economic Uncertainty: Rate Cuts and Employment Concerns
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In today's episode, we delve into the complexities of the global economy as the U.S. faces employment challenges amid a declining PMI. We explore the European Central Bank's anticipated interest rate cut and its implications for the eurozone. Meanwhile, the Bank of Canada grapples with mixed signals ahead of its rate decision. Join us for an in-dep…
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US Investment Boom and Eurozone Challenges: A Global Economic Shift
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Explore the dramatic surge in US foreign investment, with net inflows reaching $350 billion, and its implications for global markets. Delve into the eurozone's economic stagnation and the European Central Bank's anticipated rate cut. Plus, understand the weakening US dollar's impact on international trade and currency markets. Join us for an in-dep…
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ECB’s Rate Cut Dilemma and U.S.-China Trade Truce: A Fragile Balance
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In today's episode, we delve into the European Central Bank's anticipated interest rate cut and its paradoxical effects on consumers. We also explore the temporary U.S.-China tariff agreement, its initial impacts, and the looming uncertainties. Join us for an in-depth analysis of these pivotal economic developments and their global implications. So…
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Our Head of Corporate Credit Research explains why the legal confusion over U.S. tariffs plus the pending U.S. budget bill equals a revived focus on interest rates for investors. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Mo…
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Following another week of debate over President Trump’s trade tariffs, Derek Halpenny, Head of Research for Global Markets EMEA and International Securities, speaks with Shan Husain from FI FX Sales about the latest developments. They discuss legal uncertainties around reciprocal tariffs, the impact on the US dollar, and concerns about confidence i…
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Shadow justice secretary Robert Jenrick has posted a video of himself delivering “vigilante justice” to people he accused of fare dodging in London. Why do we find petty crimes like fare jumping so enraging and what is Honest Bob Jenrick’s plan? Also, new figures show that almost 2.5 million people are likely to have ADHD in the UK. James explores …
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Tariffs on! Tariffs off! Tariffs on! The latest episode in the trade war saga plus data to track the turmoil
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After another week of twists and turns in the Trump trade policy roll-out, Stephen Brown from our US team and Jonas Goltermann from our Markets team are on the show to talk about what comes next. In their conversation with David Wilder they touch on: Where tariff rates are likely to end up, even as “reciprocal” tariffs work their way through the co…
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What is Robert Jenrick tapping into?
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This is a catch-up version of James O'Brien's live, daily show on LBC Radio. To join the conversation call: 0345 60 60 973By Global
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Court Blocks Trump’s Tariffs, Markets React Amid Economic Contraction
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In today's episode, we delve into the U.S. Court of International Trade's decision to block President Trump's import tariffs, sparking a rally in global financial markets. We also explore the U.S. economy's contraction in the first quarter of 2025 and the Federal Reserve's concerns over stagflation risks. Join us for an in-depth analysis of these d…
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Episode 46 | Latest Developments in 3D Lithium Metal Anodes
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Lithium Metal Anodes are considered a key enabling technology to achieving batteries of far greater energy density than conventional Li-ion batteries. As always, with opportunity come challenges. In this episode I'm delighted to be joined by Dr Sandeep Unnikrishnan, Co-Founder & Chief Technology Officer at LionVolt to discuss the work they are doin…
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After the federal court’s ruling against Trump’s reciprocal tariffs, and an appeals court’s temporary stay of that ruling, our analysts Michael Zezas and Michael Gapen discuss how the administration could retain the tariffs and what this means for the U.S. economy. Read more insights from Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcom…
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From Europe to Asia: Trends in alternative investments
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Watch the video version on YouTube. Over the last two decades, the alternative investment industry has undergone significant changes globally as investors at all levels increasingly seek the unique returns and diversification benefits these assets offer within their portfolios. With the growing popularity of alternative investments, there's an incr…
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Is it all over for the Conservative Party?
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In today’s episode, James drew on analysis from across the political spectrum, as he explored the Conservative Party’s current decline and questioned whether a route to recovery remains viable. Listeners, particularly former Conservative voters, were invited to reflect on whether the party has passed the point of no return and what a future revival…
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Episode 42: Gasoline shifts, jet fuel demand & Trump’s tariff blow
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In episode 42 of the Sparta Market Outlook Podcast, host Felipe Elink Sherman and his global team dive into the latest oil market dynamics, discussing key takeaways from the MPGC conference in Bahrain, OPEC+ production decisions, and the impact of a U.S. court ruling blocking Trump’s global tariffs. They explore rising jet fuel demand in Europe, ti…
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This is a catch-up version of James O'Brien's live, daily show on LBC Radio. To join the conversation call: 0345 60 60 973By Global
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Mexico is facing regional gasoline shortages as its refining system struggles to meet demand, deepening reliance on U.S. imports. With the Dos Bocas refinery not expected to reach full capacity until 2026, questions loom over the role of private importers in supplying the country with gasoline. In this episode of the Oil Markets podcast by S&P Glob…
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Fed’s Balancing Act, Consumer Confidence Surge, and Oil Price Plunge
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In today's episode, we delve into the Federal Reserve's latest meeting minutes, revealing the central bank's struggle with economic uncertainties and policy trade-offs. We also explore the surprising rebound in U.S. consumer confidence, driven by improved economic outlooks and lower gas prices. Lastly, we examine the significant drop in crude oil p…
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Unearthed: EU Economic Outlooks & Potential Renaissance, ft. Reinhard Cluse, UBS
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This episode of Unearthed was recorded on Wednesday, April 23. In this episode of Unearthed, hosts John Reade and Joseph Cavatoni are joined by Reinhard Cluse, Chief European Economist at UBS, to explore the shifting dynamics of Europe's economy and the potential outlook for the months and years ahead. Reinhard discusses the structural challenges E…
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Our Global Head of Fixed Income Research & Public Policy Strategy, Michael Zezas, shares the answers to clients’ top U.S. policy questions from Morgan Stanley’s Japan Investor Summit. Read more insights from Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I’m Michael Zezas, Morgan Stanley’s Global Head of Fi…
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In a fascinating episode of America’s Gold Authority® Podcast, host Mike Barnes welcomes Edmund C. “Ed” Moy, the 38th Director of the United States Mint and U.S. Money Reserve Senior IRA Strategist, to discuss Ed’s extraordinary career and the evolving role of gold in the U.S. economy. A Presidential Phone Call That Changed Everything Ed recounts h…
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Thames Water has been fined £122.7m for breaching rules over sewage spills and shareholder payouts - the biggest penalty in water company history. How did we let them get away with it and whose fault is it that we're only waking up to this now? And, people caught driving illegal e-scooters will see their vehicles crushed within 48 hours under new p…
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You and I didn't even realise this was happening
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This is a catch-up version of James O'Brien's live, daily show on LBC Radio. To join the conversation call: 0345 60 60 973By Global
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Hong Kong hotel performance a mixed bag, even amid high occupancy levels
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STR's Jesper Palmqvist joined the Hotel News Now podcast to discuss hotel performance in Hong Kong year to date along with other trends in the Asia-Pacific region.By Hotel News Now
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Building a Successful AI Strategy: A Summit EMEA Expert Panel Discussion
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Organizations are increasingly dependent on technologies that streamline and automate operations, and AI allows channel partners to deliver in both areas for their clients. That is just one of the benefits of artificial intelligence that are discussed with a panel of industry experts in this episode of Beyond Distribution, which was recorded live a…
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Live from the Morgan Stanley Luxury Conference in Paris, our analysts Arunima Sinha and Eduoard Aubin discuss the economic and consumer trends shaping demand for luxury goods. Read more insights from Morgan Stanley. ----- Transcript ----- Arunima Sinha: Welcome to Thoughts on the Market. I'm Arunima Sinha from Morgan Stanley's Global and U.S. Econo…
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How are specialty chemical producers navigating tariff uncertainty?
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Joe Dettinger, vice president/manufacturing and commercial programs at specialties trade group Socma, joins the podcast to dicuss the impacts of trade tensions and uncertainty on specialty chemical producers. Key topics include how companies are contending with supply chain issues, the impact of uncertainty on demand, and whether the recent softeni…
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“White British man” drives car into Liverpool FC parade crowd
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50 people, including four children, are injured after a car ploughed into a crowd during Liverpool’s Premier League victory parade yesterday. The suspect has been described as a “53 year old white British man” - but what if he wasn’t a white British man? In telling us this, have the police accepted that far-right violence in response to crimes comm…
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