Podcast Episodes

Payback time?

James Pomeroy, Global Economist, examines whether the frontloading of global trade in the first half of the year could unravel as new tariffs kick in.

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Published on 2 months, 3 weeks ago

Transatlantic tariff truce

Chris Hare, Senior European Economist, and Paul Mackel, Global Head of FX Research, talk through the potential implications of the US-EU trade deal.

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Published on 3 months ago

Pricing tariff risks

With fresh US tariffs due to come into effect on 1 August, Alastair Pinder, Head EM and Global Equity Strategist, looks at how markets are pricing in heightened uncertainty.

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Published on 3 months, 1 week ago

What bananas are telling us about the global economy

Against a backdrop of continuing uncertainty, James Pomeroy, Global Economist, explains whether the latest data – and the price of bananas - provide any clues about state of the economy.

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Published on 3 months, 2 weeks ago

The big, beautiful, US edition

Ryan Wang, US Economist, talks through the latest in the US – including “phase two” of tariffs, tax cuts and deficits, and the path of rate cuts.

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Published on 3 months, 3 weeks ago

Guarding against complacency

With global markets seemingly unruffled by recent shocks, Janet Henry and Simon Wells look at the key risks that could surprise policymakers and investors over the next few months.

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Published on 3 months, 4 weeks ago

The A to Z of crypto

Daragh Maher, Head of Digital Assets Research, demystifies the world of cryptocurrencies and looks at how digital assets could move from niche to mainstream.

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Published on 4 months, 1 week ago

Rising risks

Kim Fustier, Head of European Oil & Gas Research, and Murat Ulgen, Global Head of Emerging Markets, discuss how the conflict between Iran and Israel has introduced yet more uncertainty into financial…

Published on 4 months, 1 week ago

Globetrotting

Janet Henry, Global Chief Economist, considers whether tariff uncertainties are starting to feed through into the latest economic data.

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Published on 4 months, 2 weeks ago

Commodities, tariffs & trade

Paul Bloxham, our Sydney-based Chief Economist for Australia, New Zealand and Global Commodities, drops by the London studio to discuss how tariff uncertainties and global growth worries are affectin…

Published on 4 months, 3 weeks ago