2030s Will See Dramatic Power Shift to C...

Jul 11, 2025 – Jim Welsh and Dan Steffens join Financial Sense Newshour to provide an update on the outlook for the US stock market, housing, inflation, and the energy markets. 

Jul 11, 2025 – The commodity complex is experiencing significant gains this week, with strategic metals at the forefront of what we believe is a new secular bull market. The Pentagon’s recent investment in MP Materials—the only active rare earth mine... 

Jul 9, 2025 – Julian Brigden, president of MI2 Partners, joins FS Insider's Cris Sheridan for a must-listen macro deep dive. Julian discusses the surging S&P 500 and Nvidia’s record highs, but warns of a “money illusion” as the dollar weakens... 

On Thursday, two candidates for US president will debate each other. They are both protectionists. This is a huge change in US economic policy, and one that may have massive consequences in the decades to come. Today on the show, Robert Armstrong talks with the FT’s chief economi ... Show More

It has been a tumultuous couple of weeks since U.S. President Donald Trump announced his sweeping tariffs, pushing the world's two biggest economies, the United States and China, into an ever-escalating trade war. The radical shifts taken by the administration have us at GPF wond ... Show More

Global markets, including the US, have been quietly calm, although there have been warning signs of looming risks and uncertainty after Donald Trump’s “liberation day” tariffs announcement. What’s behind such market “silence”? Roger Hearing hears from Gillian Tett, the chair of t ... Show More

Almost a month since ‘liberation day’, the potential impacts of President Donald Trump’s tariff regime are starting to sink in. US hard data isn’t yet showing much negative impact from changes to US trade policy – but economists are gloomy on US growth prospects. The IMF last wee ... Show More

If Donald Trump’s campaign promises about things such as immigration, the dollar, trade and tax policy are realised, the US will start an economic experiment without recent precedent. Today on the show, Katie Martin, Rob Armstrong and Aiden Reiter make their best guesses about a ... Show More

As we enter 2024, we’re seeing a story of divergence across key economies. While the US has been surprisingly resilient, confidence in China’s economy is under pressure from property-sector woes and concerns about the labour market. What are the implications for other markets?   ... Show More

European stock indices have outperformed the S&P 500 so far this year. The FT’s Aiden Reiter joins Katie Martin to discuss why investors are finally looking beyond US stocks and why Donald Trump’s policies could accidentally benefit global exporters. Also, we go short posthumous ... Show More

What will the world look like in 2030? International business consultant Nikolaus S. Lang predicts the evolution of a multipolar world, with multiple emerging coalitions of countries acting in new ways to achieve their economic, technological and military goals. He dives into wha ... Show More

As betting markets and polls begin tentatively to suggest a Donald Trump election win, yields in 10-year Treasuries have risen. Some on Wall Street think that is because traders believe Trump will win, bringing with him inflationary spending and policies. Today on the show, Rob A ... Show More