Τα καλύτερα Week Ahead podcast (2024)

1
Election Time 14:35

3h ago14:35

14:35

Hear from Andrew Ticehurst, Host and Australia Economist, Ruchir Sharma, US Economist, and Andrzej Szczepaniak, Senior European Economist as they discuss the key drivers for global markets next week. The focus turns to elections over the coming week, but inflation still matters. Chapters: U.S. (01:15), Europe (05:34), Asia (10:41)…

1
Expansion on Broadway 7:28

4d ago7:28

7:28

The play, entitled “Steadily She Slows”, has, from a dramatic perspective, turned out to be a dud. It started with such a promising prologue of pandemic, recession, recovery, political upheaval, war and inflation. However, it has since settled into a drawn-out, repetitious script, wherein the lead actor, consumption, hogs the center stage and the s…

1
One Year After The Wagner Mutiny 23:25

4d ago23:25

23:25

How has the rebellion by Yevgeny Prigozhin and his Wagner mercenary force changed Russia, and what effects may still be to come? Kirill Shamiev, a fellow at the European Council of Foreign Relations and an expert on Russia and civil-military relations, joins the host to discuss.Από τον Steve Gutterman

1
Break Out 26:01

6d ago26:01

26:01

Nigeria has just sealed a groundbreaking $3.5 billion agreement with Afreximbank. What does this mean for Nigeria's textile industry and the adoption of Compressed Natural Gas (CNG) vehicles? Next, clashes between supporters of Rivers's Governor Sim Fubara and his predecessor, Nyesom Wike, have escalated. What's fueling these tensions? Finally, in …

1
Inflation Moderation? 21:02

7d ago21:02

21:02

Hear from Andrew Ticehurst, Host and Australia Economist, Kohei Okazaki, Senior Japan Economist, Andrzej Szczepaniak, Senior European Economist and Hannah Liu, China Economist, as they review the key market drivers over the week ahead. Markets to seek confirmation that US inflation is moderating, with multiple Fed rate cuts now priced.…

1
Risks and Exposure 10:32

11d ago10:32

10:32

As a young lad growing up in South Dublin, I received certain geography lessons on where I could, or could not, safely roam. In particular, I was warned not to stray north of O’Connell Street. I remember debating my mother on the issue, once when I wanted to go to a movie at a theatre near Parnell Square. I can’t remember exactly what I said, but I…

1
Two roads diverged in a yellow wood 27:06

14d ago27:06

27:06

In today's episode, Nigeria's state governors are sounding the alarm over a proposed ₦60,000 minimum wage, calling it unsustainable. We'll examine why these governors believe the wage hike is economically untenable. Next, we'll focus on the controversy surrounding Nigeria's "cost-of-collection" approach to funding government-owned enterprises. The …

1
Decision Time in Europe and Asia 18:30

14d ago18:30

18:30

Hear from George Moran, Host & European Economist and George Buckley, Chief UK and Euro Area Economist, as they discuss the key drivers for global markets over the coming week. It’s decision time for central banks with three meetings in Europe and three in Asia, although ultimately most central banks are likely to remain on hold. Chapters: U.S. (01…

1
On The Battlefield And Beyond 25:18

17d ago25:18

25:18

How will relaxed U.S. rules for Ukraine's use of American weapons affect Kyiv's defense against Russia's invasion? And can the upcoming Peace Summit in Switzerland make a difference? Olga Oliker, program director for Europe and Central Asia at the Crisis Group, joins host Steve Gutterman to discuss.Από τον Steve Gutterman

1
The Wide and Foggy Road 8:59

18d ago8:59

8:59

Every three months, the 19 members of the Federal Reserve’s Federal Open Market Committee, of FOMC for short, aided, no doubt, by an army of econometric minions, work up new forecasts for key economic variables and their assessment of appropriate monetary policy. In recent days, as they have huddled in their offices engaged on this task, they’ve ha…

1
High wire act 21:29

20d ago21:29

21:29

In this week's episode, we turn our attention to Sudan's forgotten conflict. Next, we examine a troubling report from Nigeria's Southeast region, where the Eastern Security Network (ESN) is said to have launched an attack on soldiers. Who is the ESN, and what are the ideological splits within the group? How does this internal conflict exacerbate th…

1
The G7 Easing Cycle Begins 19:41

21d ago19:41

19:41

Hear from Andrew Ticehurst, Host and Australia Economist, Jeremy Schwartz, Senior U.S. Economist, Andrzej Szczepaniak, Senior European Economist and Kohei Okazaki, Senior Japan Economist as they discuss the key themes driving global markets over the coming week. After rate cuts in Canada and Europe, focus turns to the Fed and the Bank of Japan. Cha…

1
The Week Ahead In Russia: Striking Inside Russia 23:41

24d ago23:41

23:41

Under increasing pressure to untie Kyiv's hands, the United States has changed course and allowed Ukraine to use U.S.-supplied weapons to strike at some targets inside Russia. Ruth Deyermond, senior lecturer in the Department of War Studies at King's College London, joins the host to discuss the significance of the shift.…

1
The Normalization of an Abnormal Job Market 9:29

25d ago9:29

9:29

For centuries, economists have extolled the almost magical properties of competitive markets. In the 1770s, Adam Smith wrote about an “invisible hand” by which individuals end up promoting the common good even though they only ever intended to do themselves a bit of good. In the 1970s, Milton Friedman spoke passionately of the virtues of a free-ent…

1
...we hail thee 42:04

27d ago42:04

42:04

In a week where we got an old-new anthem, Nigeria’s GDP has taken a hit. Despite showing higher growth than the same period last year, Nigeria's GDP growth has dipped compared to the previous quarter. What’s behind this fluctuation? We’ll also explore the factors that could influence Nigeria's economic performance in the coming months and pinpoint …

1
US Labour Market Data Weaker For Longer? 16:39

28d ago16:39

16:39

Hear from George Moran, Host & European Economist, Ruchir Sharma, US Economist and Andrzej Szczepaniak, Senior European Economist as they review the key market drivers over the week ahead. Markets eagerly await whether NFP will surprise to the downside for a second month and the ECB to deliver the worst-kept-secret cut. Chapters: U.S. (02:00), Euro…

1
The Causes and Consequences of Gloom and Doom 9:52

1M ago9:52

9:52

One of the most common plotlines in all of literature is when a protagonist, overestimating the gravity of a situation, responds with a series of unfortunate decisions. Perhaps the classic example of this is Romeo, not appreciating the difference between a sleeping Juliet and a dead Juliet, but the pattern has played out in innumerable stories. Whe…

1
History Under Fire 29:01

1M ago29:01

29:01

Dr. Allyson Edwards, a lecturer at Bath Spa University in Britain and an expert on Russian militarism, youth, memory, and patriotic education, joins host Steve Gutterman to discuss the Kremlin's misuse of history in the war in Ukraine and beyond.Από τον Steve Gutterman

1
Quagmire 13:15

1M ago13:15

13:15

Conflicting reports emerged about Nigeria's Federal Government's financial status in the first quarter of 2024. We will examine what a massive budget deficit means for an already inflation-burdened country. Then, Nigeria's Central Bank has raised interest rates yet again. We'll look at the motivations behind this decision and its potential ripple e…

1
Inflation Moderation? 15:01

1M ago15:01

15:01

Hear from Andrew Ticehurst, Host and Australia Economist, George Moran, European Economist, Jeremy Schwartz, Senior US Economist and Hannah Liu, China Economist, as they review the key market drivers over the week ahead. US core PCE inflation data, out late next week, hold the key for markets. Chapters: U.S. (01:22), Europe (05:42), Asia (08:53)…

1
Feeling the heat 20:08

1M ago20:08

20:08

One of Nigeria's most reliable businesses, Okomu Oil Palm Plc, is facing a crisis. Recent attacks by criminal gangs have left three employees dead, raising questions about investor safety and government intervention. We explore the complexities of this situation and ask: what are the broader implications of these brazen threats on the immediate com…

1
Inflation Dips, Markets Rip 16:40

1M ago16:40

16:40

Hear from Andrew Ticehurst, Host and Australia Economist, George Buckley, Chief UK and Euro Area Economist, Jeremy Schwartz, Senior US Economist and Euben Paracuelles, Chief ASEAN Economist as they review the key market drivers over the week ahead. Cooler US data are causing markets to run hot, but can the trend continue next week? Chapters: U.S. (…

1
The Investment Implications of the Federal Debt: An Update 10:59

2M ago10:59

10:59

The importance of any piece of economic information depends on your time horizon. For traders, the issue is how it will move markets today. For politicians, its relevance lies in how it could shape public opinion between now and the next election. However, for long-term investors, what really matters is how it will impact the economic and financial…

1
A Shake-Up And A New Offensive 31:11

2M ago31:11

31:11

What's behind the shake-up that is sending longtime Defense Minister Sergei Shoigu to President Vladimir Putin's Security Council and putting a longtime economic official in charge of the military? Author and analyst Mark Galeotti joins host Steve Gutterman to discuss the personnel shifts and Russia's new offensive in Ukraine's Kharkiv region.…

1
Rising Tide 39:08

2M ago39:08

39:08

This week Nigeria's central bank asked banks in the country to charge a 0.5% cyber-security level on most transactions. Still on hitting the pockets of Nigerians, Ikeja Electric announced a reduction of its electricity tariff. Finally, we discuss what is happening in Togo as President Faure Gnassingbe looks to consolidate power for life. What is th…

1
US CPI: Fourth Time Unlucky? 12:09

2M ago12:09

12:09

George Moran, Host and European Economist, David Seif, Chief Development Markets Economist and George Buckley, Chief UK & Euro Area Economist discuss the key themes driving global markets over the coming week. US CPI is poised to slow but still providing little relief to the Fed, and the UK labour market report a key test for a Bank of England rate…

1
Commercial Real Estate: Macro Risk or Investment Opportunity? 9:27

2M ago9:27

9:27

The most common scavenger bird in the western United States is the turkey vulture, more commonly called the turkey buzzard. It is a marvel of evolution, with keen eyesight and an extraordinary sense of smell, allowing it to locate the recently deceased from miles away. Ungainly as it takes off with furious flapping, once in the air it is a majestic…

1
War, Peace, And Containment 39:01

2M ago39:01

39:01

U.S. weapons for Ukraine, more talk about talks, and calls for the containment of Russia. As Russian President Vladimir Putin starts yet another term, Sam Greene, director of Democratic Resilience at the Center for European Policy Analysis and a professor at King's Russia Institute, joins the host to discuss developments in Moscow's war on Ukraine …

1
001 - Knock, knock 31:31

2M ago31:31

31:31

Recent attacks on the Civilian Joint Task Force (CJTF) beg the question: is the CJTF adequately equipped for the fight against insurgency? A supposed deal with shipping giant Maersk has caused a wave of confusion. Is this just a misunderstanding, or something more concerning? How will this decision impact Nigeria's attractiveness to other investors…

1
The Fed Pushes Back 18:50

2M ago18:50

18:50

Hear from Andrew Ticehurst, Host and Australia Economist, George Buckley, Chief UK and Euro Area Economist, Kohei Okazaki, Senior Japan Economist and Hannah Liu, China Economist as they review review FOMC communication, Yen volatility and look to key market drivers over the week ahead. Chapters: Europe (02:59), U.S. (07:16), Japan (08:47), China (1…

1
The Right Track 10:14

2M ago10:14

10:14

I have never been blessed with any skill in golf. However, I do have some imagination and so I can imagine a situation in which I am lining up a long and difficult putt. With well-justified humility, I wince as I strike the ball, knowing it will miss. However, even two or three seconds after sending it on its way, I realize that, surprisingly, I’m …

1
Who is Exceptional? 17:37

2M ago17:37

17:37

Hear from Andrew Ticehurst, Host and Australia Economist, Andrzej Szczepaniak, Senior European Economist, Jeremy Schwartz, U.S. Economist and Hannah Liu, China Economist as they discuss this week’s central bank and data surprises, and share their take on key economic reports and events over the coming week. Chapters: U.S. (02:34), Europe (08:47), A…

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

2M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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…

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