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Эпизоды

170 эпизодов

  1. When Expectations Meet Reality 12:25
  2. Resilience on Narrow Foundations 15:10
  3. Growth on Borrowed Strength 14:50
  4. The Narrow Boom 14:50
  5. The Political Premium 15:23
  6. A Benign Phase 15:36
  7. Narrow Shoulders 16:00
  8. The Price of Money 15:01
  9. The Reflationary Turn 10:10
  10. The Turn Towards Tightening 13:45
  11. Resilient growth, restless yields 11:28
  12. The Cost of Capital Climbs 20:45
  13. AI for Macro: Context is Everything 14:00
  14. A Resilient World Economy, and its Price 12:44
  15. The Price of an Investment Boom 11:55
  16. Freight: The Signal Markets Miss 9:12
  17. Growth Holds Firm 12:18
  18. Forecasters Hold Firm 15:22
  19. Calmer Waters, New Currents 9:45
  20. Between Relief and Reality 7:12
  21. Inflation at the Crossroads 11:44
  22. Inflation Fears, AI Cheers 10:37
  23. The AI Boom Meets Inflation Angst 10:37
  24. Surprise, Surprise 11:16
  25. Still Standing 12:23
  26. Tension Beneath the Surface 11:36
  27. Risks Build, Markets Shrug 11:37
  28. From Oil Shock to Policy Dilemma 11:31
  29. A Supply-Constrained World Comes into Sharper Focus 11:15
  30. Energy Shock — Early Signals, Uncertain Fallout 10:17
  31. Geopolitics Meets the Global Economy 9:57
  32. Shockwaves from the Gulf 7:09
  33. The AI Undercurrent 6:41
  34. AI, Policy Easing and a Shifting Risk Premium 13:00
  35. In Conversation with Data Partner: ADP Research 9:20
  36. Weaker Dollar, Stronger Tech 12:44
  37. Between Optimism and Uncertainty 13:26
  38. Cooling Inflation, Diverging Growth 11:26
  39. The Upside Risks 10:31
  40. The Downside Risks 9:52
  41. Diverging Paths, Converging Risks 3:58
  42. In Conversation with Data Partner: D&B's Global Business Survey Data 9:09
  43. The Year Ahead 12:23
  44. The Year in Review 11:17
  45. Optimism with caveats 13:29
  46. Risks and Relief 13:10
  47. Momentum With Caveats 9:41
  48. Shutdowns and Shake-Ups 11:58
  49. Signals, Surprises and Shifts 12:28
  50. Resilient Activity, Noisy Policy 10:12