• Need to Know - 03 October, The Middle East and Markets
    Oct 3 2024

    As the conflict in the Middle East escalates, Sarah Muir and David Broomfield consider the economic impact of geopolitics on the immediate region as well as global markets. Plus, will China's super stimulus package be sufficient to reboot the Chinese economy? And not forgetting this week's quick fire numbers round, which features 90 and 33.

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    38 mins
  • Need to Know - 26 September, Loose ends
    Sep 26 2024

    Sarah Muir and David Broomfield return to the subject of AI for this week's podcast with a look at the challenges faced by the technology. Plus, what lies behind the recent spike in energy R&D and trends in the labour market - why are companies holding on to staff? And last but not least, this week's quick-fire numbers are 3.5 and 45.

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    36 mins
  • Need to Know - 21 September, Emerging Market Insights
    Sep 21 2024

    As we enter an interest rate cutting cycle, how has the Fed's rate hiking cycle impacted Emerging Market economies? Plus, what's stopping China from replacing the USA as the world's biggest economy?

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    40 mins
  • Need to Know - 14 September, Is Europe the sick man of Europe?
    Sep 14 2024

    In the wake of Mario Draghi's EU competitiveness report, Sarah Muir and David Broomfield look at what's required to ensure the European economy keeps pace with the US and China. Plus, the unique challenges faced by the ECB.

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    38 mins
  • Need to Know - 06 September, When America sneezes...
    Sep 6 2024

    Sarah Muir and David Broomfield discuss why the USA continues to be the most important region from a macroeconimic perspective - why it's still the world's largest economy and will it ever be usurped by China? Plus could we see the demise of the USD as the world's reserve currency?

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    38 mins
  • Need to Know - 30 August, Gone Fishing...
    Aug 30 2024

    Sarah Muir and David Broomfield cast a keen eye over Jackson Hole. From the history of the central bankers' summit to what we've learned from this year's symposium. Plus, should we even care about central banks' policies?

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    29 mins
  • Need to Know - 23 August, Time in the market
    Aug 23 2024

    Sarah Muir is joined by Monique Wong and Joe Aylott for a the latest on markets. As we head into the final months of the year, what does the macroeconomic backdrop look like? Plus, thoughts on US Federal Reserve policy. And in the wake of recent market volatility, what history tells us about what happens to markets after they've 'fallen out of bed'.

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    27 mins
  • Need to Know - 16 August, Cash and Carry
    Aug 16 2024

    Sarah Muir and David Broomfield look at some of the more esoteric investment strategies that may have impacted recent market volatility. From carry and dispersion trades to covered call ETFs - the risks when investors become complacent and how these strategies can react when volatility spikes.

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    30 mins