Volatility remains the dominant theme for financial markets, as prices for energy and food commodities continue to rise along with hostilities in Eastern Europe. Russia’s war on Ukraine has made central bankers’ fight against inflation that much more complex. And its broader ramifications multiply seemingly by the hour. Peter Zeihan, a geopolitical strategis ... Show More
Sep 21
Are Markets About to Take Off Again? | Macro Mondays: September 21, 2026
Andreas Steno and Mikkel Rosenvold are back to ask whether markets are beginning to resemble the setup we saw in March. With the Fed having hiked, yields elevated, and oil moving lower, are the conditions falling into place for another leg higher? They also unpack the new U.S.–De ... Show More
27m 20s
Sep 14
Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026
Andreas Steno and Mikkel Rosenvold are back to discuss several key macro signals that are potentially shifting all at once. They dig into the outlook for oil flows, whether a new hiking cycle is starting to emerge, and what it all means for the risk-on trade. Be sure to check out ... Show More
32m 25s
Feb 2022
Andrew Sheets: Geopolitics, Inflation and Central Banks
<p>As markets react to the conflict between Russia and Ukraine, price moves for corn, wheat, oil and metals may mean new inflationary pressures for central banks to contend with in the coming months.</p><p><br></p><p><em>Important note regarding economic sanctions. This research ... Show More
3m 4s
Mar 2022
Shock and war: global prices rise
<p>Russia’s invasion of Ukraine has pushed global prices, which were already climbing, even higher. As America’s central bank raises its target interest rate for the first time in four years, we break down the challenges facing central bankers. In the fourth instalment of our Fre ... Show More
24m 9s
Mar 2022
Shock and war: global prices rise
<p>Russia’s invasion of Ukraine has pushed global prices, which were already climbing, even higher. As America’s central bank raises its target interest rate for the first time in four years, we break down the challenges facing central bankers. In the fourth instalment of our Fre ... Show More
24m 9s
Mar 2022
E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
0:00 Jason's new "family office" and Sacks' new strategy 2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in 15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, cap ... Show More
1h 14m
<p>Investors are betting the European Central Bank will raise interest rates to all-time highs, and the FT’s Ben Hall explains the impact of the war in Ukraine on the country’s economy. </p><br><p><strong>Mentioned in this podcast:</strong></p><p><a href="https://www.ft.com/ ... Show More
