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Episode 21 – A UK Economic Update with Pantheon Macro
This month we welcome Rob Wood from Pantheon Macro to discuss the condition and forecasts of the UK Economy. Rob has a glittering CV including time s…
1 year, 5 months ago
Ben Squared: 26th November 2024: Earnings Season Wrap up and Trump Nominations
In the latest ‘award-winning’ Ben Squared Podcast, we offer key takeaways on 3rd Quarter Earnings Season, including Nivida which traditionally conclu…
1 year, 5 months ago
Ben Squared: 20th November: Reviewing Trump Trades
Post the emphatic victory of the US President-Elect, markets are scrambling to make sense of what the ‘Trump Trades’ actually are? This issue has bee…
1 year, 5 months ago
Ben Squared: 12th November: US Election and Market Consequences
Following the emphatic victory of President-elect, Donald Trump, we take the opportunity to discuss his intended policy agenda, the market reaction a…
1 year, 5 months ago
Ben Squared: 5th November: UK Budget Special
Before it’s ALL eyes on the US Presidential Election we take this last, brief window to review the UK Budget. Welcoming both Ben Jones, our resident …
1 year, 5 months ago
Episode 20 – Chinese Equities with Will Lam
In light of the dramatic policy developments observed in China in recent weeks, this month’s podcast takes a moment to reflect on how such policies a…
1 year, 5 months ago
Ben Squared: 30th October: An Earnings Season Carve Up
In the coming days and weeks, the market’s attention will be squarely focused on political (US) and fiscal (UK) events - as will the Ben Squared Podc…
1 year, 5 months ago
Ben Squared: 22nd October: The ECB, UK Data and Gold
In the latest Ben Squared podcast we discuss the latest interest rate cut from the ECB, their motivations and what comes next? Along a similar theme …
1 year, 6 months ago
Ben Squared: 16th October: UK Economy, Oil and Earnings
In the latest Ben Squared podcast we share thoughts on the latest UK data pointing to slowing aggregate wage increases, and what this could mean for …
1 year, 6 months ago
Ben Squared: 9th October: Jobs, Oil and Interest Rates
In the latest Ben Squared podcast we share thoughts on the recent ‘blow-out’ US Jobs Report, reflecting upon its strength relative to other labour ma…
1 year, 6 months ago