Vítor Constâncio witnessed firsthand severe recessions, inflationary bouts, and a global financial crisis, as former Vice President of the European Central Bank (ECB) (2010 to 2018) and Governor of The Bank of Portugal (1985-1986, 2000-2010). He brings this considerable experience to examine the current challenges facing central bankers at the ECB as well as ... Show More
Jan 23
The Generational Metal Squeeze Exposing Broken Sovereign Debt | Weekly Roundup
This week, we unpack why metals are ripping, how dollar weakness and bond market dysfunction are reshaping macro, and what Japan’s experience signals for the U.S. We also explore extreme metals positioning, dispersion across assets, and what uncertainty around the new Fed Chair m ... Show More
53m 20s
Jan 21
Markets Are Entering A Wartime Economy | Cem Karsan
In this episode, Cem Karsan of Kai Volatility joins the show to discuss the bifurcation of the world economy, inequality & the election cycle, populism during a war-time economy, and the secular market rotation. Enjoy! __ Follow Cem: https://x.com/jam_croissant Follow Felix: http ... Show More
48m 5s
Jan 16
The Market Is Rotating Faster Than Policy Can Keep Up | Weekly Roundup
This week, we unpack rising market euphoria, sector rotations and why consumers are suddenly back in focus. We also dig into Fed constraints, Japan’s endgame, Bitcoin waking up, and more. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follo ... Show More
51m 45s
Jul 2022
The ECB Is Cornered | Imran Lakha
On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Imran Lakha for a discussion on Europe, the ECB and a deep dive into the options market.
With Nord Stream pipeline disruptions all throughout the week, Imran discusses the various mounting headwinds facing the ... Show More
30m 22s
Feb 2025
Philip Lane on the Big Problems Facing the Euro-zone Economy
There's a pretty widespread recognition that the EU is facing a bunch of economic challenges right now. Growth has been slowing and, as in many places, there's been post-pandemic inflation. But there are other issues too, including a sense that Europe is falling behind when it co ... Show More
46m 20s
Sep 2024
Markets riding the ‘Fed wave’
<p>Stocks across the globe moved higher yesterday following the Federal Reserve’s interest rate cut, with both the Dow and S&P 500 seeing new all-time highs. Meanwhile, other major central banks – including those in England, Norway, Turkey, Japan and China – opted to keep the ... Show More
11m 1s
Sep 2024
Growth concerns persist, ECB set to cut rates again this week
<p>The US employment report for August showed a slower than expected increase in jobs, but a fall in the unemployment rate to 4.2%. Markets reacted negatively, with the S&P 500 having its worst week since March 2023, closing at 5408 points. Other asset classes such as Bitcoin ... Show More
12m 18s
Sep 2025
Rate decisions ahead – a make-or-break week for markets?
Markets are off to a strong start this week, which will be a critical one with a 'triple-header' of major central bank decisions. The US Federal Reserve, the Bank of England, and the Bank of Japan are all scheduled to announce their latest monetary policy moves. Recent economic d ... Show More
11m 5s