In our regular catchup on all things macroeconomic, Singer’s Jamie Constable and Vox Markets’ John Hughman talk about why things might be about to brighten up across the UK economy and stock markets, and how investors should be positioned to take advantage of the recovery.
In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets.
Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets.
Across Europe, right wing parties are on the rise. Is the Right about to sweep to power? Or does the centre hold? And what does fragmentation at the heart of the EU suggest for financial markets?
Central banks are gearing for a busy week ahead – but so what? What does it mean if they cut interest rates, does it matter?
The downturn in the UK manufacturing sector continued in February amid disruption from the Red Sea crisis, according to a survey released on Friday.
With chatter of a British ISA in this year’s Budget, Neil and John look at the state of London’s ailing equity market - what's gone wrong and how we can fix it.
Productivity, wage growth and the labour force: what can be learn from history about the impact of AI?