While inflation has eased in recent months, rent costs are still running above pre-pandemic norms. What’s driving the strength in rental markets, and what are the implications for inflation going forward? Join Phoebe White, Head of U.S. Inflation Strategy, and Anthony Paolone, Co-Head of U.S. Real Estate Stock Research, as they explore the latest rent inflat ... Show More
Today
How are retail investor dynamics shaping equity markets?
In this episode, Eloise Goulder, head of the Data Assets and Alpha Group, is joined by product specialist Edwina Lowe and Luca Rainero, head of Data Intelligence, to unpack how retail investors have influenced equity markets this year. They delve into how investors are staying ac ... Show More
17m 56s
Apr 27
Explaining the disconnect between geopolitics and markets
From geopolitical tensions and energy disruptions to the latest tariff developments, uncertainty was a recurring motif at the IMF–World Bank Spring Meetings 2026. Yet, bullish market sentiment still prevails. What's causing this disconnect? Join Joyce Chang, chair of Global Resea ... Show More
28m 51s
Apr 21
Equities are back to all-time highs — what’s next?
In this episode, Eloise Goulder speaks with Andrew Tyler, head of Global Market Intelligence, and Federico Manicardi, head of International Market Intelligence at J.P. Morgan. They discuss the sharp rebound in global equities, as attention shifts from geopolitical shocks back to ... Show More
14m 18s
Jul 2025
How does inflation impact asset prices?
Inflation is everywhere—in the headlines, in central bank decisions, and in the market moves that follow. In this episode, we break down what inflation really is, how it’s measured, and why it matters so much to central banks, investors, and asset prices. From CPI and PCE to core ... Show More
10m 15s
May 2023
Inflation Will Fall, Just Not the Way You Think
Inflation will eventually come down, but not rapidly or in the way it would have in previous years. So says Sharon Bell, managing director and senior European equity strategist at Goldman Sachs. She tells Merryn Somerset Webb on this week’s Merryn Talks Money that the reason for ... Show More
43m 21s
Sep 2024
Will the Fed go big? Gold hits new records amid rate cut speculation
<p>Markets are abuzz with speculation that the Federal Reserve may deliver a larger-than-expected 50 basis-point rate cut next week. As a result, yields have tumbled, and gold prices have surged to new record highs. Meanwhile, equity markets continue their winning streak, with th ... Show More
11m 43s
Jul 2022
Is Inflation Cresting? Adam Ozimek Shares Why He's Hopeful
<p>Adam Ozimek, Chief Economist at Innovate Economy, explains why he's hopeful inflation has crested, why it's stuck around longer than economists expected, and why he believes we'll see inflation come down in the coming months and back down to normal over the next year.</p><br>< ... Show More
9m 43s