29 episodes
China: Impact of RMB weakness on equities
5 min left
Impacts of Russian oil and gas disruptions to the EU
06:44
The world after the war
04:53
Which Rates matter for FX?
03:25
Presidential election in France: Mind the gap
05:24
Bank of Japan: How to deal with a very weak yen
04:53
USD: Downside risk from cross-border flows
04:55
Navigating China’s macro uncertainties (2): FX and rates outlook
05:53
European fiscal policy: A cushion against the storm
05:17
Navigating China’s macro uncertainties (1): Coping with domestic challenges and external headwinds
05:59
Russia-Ukraine conflict – the impact on nickel
04:43
European equity strategy outlook.
05:51
Eurozone growth, inflation and policy
04:41
Sanctions on Russia: Impacts on the globe
05:55
Supply chains, what’s in store for 2022?
04:47
Fed tightening cycles and their impact on the USD
04:30
Eurozone wages: The calm before the storm
05:06
OPEC+ sticks to the agreement but it might be losing its relevance
02:49
Russia-Ukraine conflict: Implications for commodity markets
05:18
Covid-19: Omicron solidifies move away from lockdowns
06:23
Credit markets – the cycle is turning down
05:18
The EU Taxonomy review: the impact of including natural gas and nuclear power
06:21
The fiscal-cliff illusion
06:31
European Equity outlook - preparing for lift off
04:30
Fed: Fast Policy Exit
05:22
Central banks: December’s hawkish drift
05:07
Central Banks: 2021 grand finale
08:27
Omicron: new variant, old template
04:57
Global Outlook 2022 | Bullish - selectively
06:42