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25/08/25: Jackson Hole outlook, German GDP & US consumer trends


Episode 48


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…


Published on 2 months, 1 week ago

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18/08/25: Small-cap strength, inflation data & Trump–Putin talks


Episode 47


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…


Published on 2 months, 2 weeks ago

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11/08/25: Rate cut fallout, Magnificent Seven shine & gold market shock


Episode 46


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…


Published on 2 months, 3 weeks ago

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04/08/25: Central bank meetings, FX markets & US job numbers


Episode 45


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…


Published on 2 months, 4 weeks ago

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28/07/25: Japan-US trade deal, earnings optimism & Fed expectations


Episode 44


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…


Published on 3 months ago

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21/07/25: Fed pressure, inflation surprises & EU tariffs


Episode 43


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…


Published on 3 months, 1 week ago

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14/07/25: Fresh Trump tariffs, Fed caution & UK growth data


Episode 42


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…


Published on 3 months, 2 weeks ago

No image available

07/07/25: Vietnam trade deal, inflation fears & UK bond market


Episode 41


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…


Published on 3 months, 3 weeks ago

No image available

30/06/25: Easing tensions, trade deal progress & inflation data


Episode 40


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…


Published on 4 months ago

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23/06/25: Central bank caution, Middle East concerns & dollar resilience


Episode 39


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…


Published on 4 months, 1 week ago





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