Afleveringen
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We delve into the growing divide between hawks and doves ahead of the ECB’s March 6 monetary policy meeting, examining Isabel Schnabel’s calls for caution on further rate cuts. We also explore how economic indicators and geopolitical shifts are shaping the ECB’s decisions. As tensions rise among policymakers, what will be President Christine Lagarde’s strategy to navigate these divisions?
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We examines news and macroeconomic indicators that defined the past week in global markets and have a look at the week ahead for markets, highlighting the most significant events and discuss the market outlook.
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Zijn er afleveringen die ontbreken?
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Is Europe on the brink of war? Are European leaders prepared to take decisive action to protect their citizens and interests? We explore NATO's projections of heightened defense spending, discussing financial strategies like EU borrowing and the ECB's potential role in financing.
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The German election has finally come to a close, but what happens next? Join us as we dive into the aftermath of the election and explore the potential implications for Germany and the world. From coalition negotiations to policy changes, we'll cover it all. Don't miss this in-depth analysis of what's to come in the wake of this pivotal election.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com -
This episode analyzes the recent downturn in U.S. stock markets, emphasizing rising inflation concerns and declining consumer confidence. We discuss the implications of new U.S. tariffs, Treasury yield trends, and the speculative "Mar-a-Lago Accord," as well as the Eurozone's economic stagnation and political headwinds ahead of Germany's elections. Hear the latest on how these developments may signal broader economic and market transformations.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com -
This episode analyzes the mixed market reactions to key events, from Trump's tariffs to hopes of an Ukraine peace deal and EU defense spending amidst geopolitical tensions. We explore how central banks like the Federal Reserve and ECB shape global financial markets, including stock, bonds and currencies, during times of inflation and policy shifts.
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This episode examines Germany's economic challenges, from surging energy costs to the lag in industrial innovation, amidst rising competition from global players like Chinese EV makers. We analyze the pivotal February 2025 elections, focusing on Friedrich Merz and potential coalitions, alongside labor and industrial reforms aimed at recovery. With insights from Berlin's tech scene and global banking discussions, we unpack Germany's critical balancing act between tradition and transformation.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com -
In today’s episode, we focus on past week’s key macroeconomic data, including the crucial US January labor market report and the ISM manufacturing and services indices. Additionally, we analyze the Eurozone's January inflation and industrial production data. We also delve into the ECB's wage tracker and review the ECB's recent report on the neutral interest rate.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com -
President Trump has delayed the implementation of tariffs on Canada and Mexico, but the endgame remains undecided. Market participants should prepare for tariffs being introduced in the near future. This episode explores the economic ripple effects of tariffs, including a projected rise in U.S. inflation above 3% and their implications for U.S. and Eurozone markets. We analyze the outlook for the Fed’s interest rate decisions and the ECB’s policy challenges, highlighting the contrasting dilemmas faced by these two central banks. Finally, we examine the potential impact on bond yields, stock markets, and the EUR/USD exchange rate.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com -
Trump's Canada-Mexico tariffs may be enacted on Saturday. This episode examines the ripple effects of Trump's tariff policies on global markets, from stock and bond market reactions to consumer prices. Learn how bond yields in the U.S. and Europe are impacted, and where the U.S. dollar stands amidst market uncertainty.
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This episode discusses Jerome Powell's careful approach to inflation and the labor market, alongside the Federal Reserve's policy outlook. We also analyse the ECB's rate cut and its data-dependent approach amid disappointing economic indicators.
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In today’s special, we're discussing a topic that's been making waves in the AI community and beyond—China's DeepSeek. This AI startup has not only challenged the status quo but also raised significant concerns about cybersecurity, data privacy, and geopolitical dynamics.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com -
The After Market Party is your go-to podcast for a deep dive into the most significant events shaping the US and Eurozone macroeconomic landscapes and financial market. In this episode our hosts discuss the recent macro data and its implications for the coming months.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com -
The After Market Party is your go-to podcast for a deep dive into the most significant events shaping the US and Eurozone macroeconomic landscapes and financial market. In this episode our hosts discuss the recent macro data and its implications for the coming months.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com -
The After Market Party is your go-to podcast for a deep dive into the most significant events shaping the US and Eurozone macroeconomic landscapes and financial market. In this episode our hosts discuss the recent macro data and its implications for the coming months.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com
