Latest episodes of the podcast Macro Pulse
Resilient Activity, Noisy Policy
25/09/2025
Faith in the Fed, Faith in Fiber
18/09/2025
Labouring the point
11/09/2025
A Few Cuts More
04/09/2025
Cracks Beneath The Shine
21/08/2025
What gives?
14/08/2025
Downside Risks
07/08/2025
Headwinds and Heatwaves
03/07/2025
Calmer on the surface, cracks beneath
26/06/2025
Conflict, energy and constraints
19/06/2025
Rare earths, the supply side and energy
12/06/2025
Fault Lines and Rate Cuts
05/06/2025
The Yield Awakening
29/05/2025
Uncertainty Lingers
22/05/2025
Sentiment Up, Forecasts Down
15/05/2025
Tariff Truce, Tenuous Trust
01/05/2025
Dollar Dips and Trade Trips
25/04/2025
From Blue To Red
17/04/2025
Mission Impossible and Fallout
10/04/2025