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
Today
Is the Economy Running Too Hot? | Macro Mondays: August 10, 2026
Andreas Steno and Mikkel Rosenvold are back to unpack a seemingly contradictory macro setup, with the economy running hot despite slowing jobs growth and fading inflation. They break down Andreas’ latest convictions on where we are in the business cycle, and whether Kevin Warsh a ... Show More
29m 17s
Aug 3
U.S. Rescues The Yen | Macro Mondays: August 3, 2026
Andreas Steno Larsen and Mikkel Rosenvold are back to break down a dramatic start to the week, beginning with the rare coordinated U.S.-Japan intervention to support the yen and what the market reaction says about currencies, rates, and the future of the carry trade. They Unpack ... Show More
32m 36s
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
