The fast approaching federal government shutdown is top of mind on this week's podcast. Mark and Cris consider how the shutdown may play out and the economic consequences. Two other colleagues, Steve Cochrane and Stefan Angrick, then join the conversation to assess the all important Chinese and Japanese economies. Are the economic fortunes of these two massi ... Show More
Nov 7
No Jobs Friday: The Sequel
<p>Mark, Cris and Marisa discuss the trajectory of the alternative labor market data on what is yet another “jobs” Friday with no official labor market data release. They discuss various outcomes around the federal government shutdown, how and when it may end, and what that means ... Show More
1h 8m
Jan 2024
Brevan Howard's Top Economist Sees Three Huge Macro Turning Points Under Way
Right now, there's a lot of hope and optimism that the US economy is on a path towards a soft landing. Nonetheless, there are aspects of the current landscape that are unsettling. Inflation has come down, but there's significant debate as to why and how sustainable that move is. ... Show More
51m 16s
Nov 2023
David Cameron's 2nd Act, Fentanyl Diplomacy & JP Morgan's Big Commodities Call
Your morning briefing, the business news you need in just 15 minutes. On today's podcast:
1) David Cameron’s appointment as British foreign secretary has provoked criticism of the former premier’s warm relationship with China, a closeness that is at odds with the current skept ... Show More
16m 28s