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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 Inves…

9 months, 1 week ago

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16/06/25: Middle East tensions, US inflation & AI momentum

Episode 38

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 Inves…

9 months, 2 weeks ago

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09/06/25: Musk–Trump clash, tariff talk & rate cut caution

Episode 37

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 Inves…

9 months, 3 weeks ago

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02/06/25: Market rebound, trade updates & Nvidia’s AI push

Episode 36

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 Inves…

9 months, 4 weeks ago

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26/05/25: EU tariffs, Trump’s tax plan & bond volatility

Episode 34

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 Inves…

10 months ago

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19/05/25: Trade talks progress, defence deals & United Health tumbles

Episode 33

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 Inves…

10 months, 1 week ago

Short Long
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12/05/25: US and China agreement, recession fears & resilient earnings

Episode 32

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 Inves…

10 months, 2 weeks ago

Short Long
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05/05/25: Big tech earnings, resilient jobs data & tariff strategies

Episode 31

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 Inves…

10 months, 3 weeks ago

Short Long
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28/04/25: Tariff optimism, trade talks & big tech earnings

Episode 30

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 Inves…

11 months ago

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21/04/25: Japan, Semiconductors & Chinese supercomputers

Episode 29

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 Inves…

11 months, 1 week ago

Short Long
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