PERSPECTIVES Weekly: The Investment podcast

Market forecast update: what to expect in 2026

Data watch after US government reopens

Earnings growth begins to diversify

Considering risk in an AI boom

Central bank stars align and what to expect from COP30

Earnings season gets under way

Stocks face an earnings “health check”

The jobs report that wasn’t, and Fed minutes due

Countdown to a shutdown, and sticky inflation

How would markets react to a US government shutdown?

Fed Watch: Waiting for a cut

A weak jobs report, and the outlook for bonds

Decision time

No summer break for bonds

Fed expectations ahead of Jackson Hole

Shifting supply chains and a weakening dollar

Tariffs take centre stage, again

What earnings reports say about tariffs

Strong start to earnings

Tariff delay, and discord at the Fed

Countdown to the end of the tariff pause

Markets and U.S. Policy: Trade deals, the Fed and more

What’s next after the Fed’s "dovish hold"?

Hedging strategies amid geopolitical tensions

What to watch as markets head to the summer months

Tariffs on trial, and data releases for your diary

New tariff threats, and the shifting fortunes of debt markets

All eyes on business confidence as markets recover

Trade talks, corporate forecasts, and the inflation outlook

A moment of calm after the tariff storm

On the lookout for tariff clarity

Tariff u-turn as earnings season kicks off

The tariff market jolt: where we go from here

The peak of policy uncertainty

Inflation, Tariffs and the Growth Dilemma

An updated outlook, and a Fed decision on tap

Volatility amid tariff back-and-forth

What’s behind the strength in European stocks?

Sturdy stocks, stubborn interest rates

Inflation’s forex influence, and signs of strength in China

Earnings strength, and a complex tariff picture

What’s next for A.I., and central banks

All eyes on the U.S.

Two elephants – tariffs and China growth

Tremors in the bond market, and an earnings season preview

The last Fed meeting of 2024

Jobs data, Fed policy, and the outlook for stocks

Climate investment: the news from COP29

Beyond turkey and pumpkin pie: all eyes on the US consumer

The fiscal picture comes into focus