Podcasts about global inflation

Nora Szentivanyi and Michael Hanson discuss key takeaways from the latest Global Inflation monitor and the impact of tariffs on inflation in the US and the rest of the world. After a broad-based upside surprise in January, core inflation has shown a similar widespread moderation. The US CPI data show limited impact from tariffs through March, but we look for core inflation to jump to a 6%ar this quarter and next. At the same time, inflationary impulses in the rest of the world appear tilted to the downside; a pullback in US front-loading demand along with a decoupling of US-China trade should put downward pressure on goods prices as excess supply is redirected elsewhere. Absent a meaningful retaliation, we see core inflation outside the US moderating to 2.5-3%ar over 2H25. This podcast was recorded on April 30, 2025. This communication is provided for information purposes only.  Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4966015-0 https://www.jpmm.com/research/content/GPS-4956489-0 https://www.jpmm.com/research/content/GPS-4960640-0 for more information; please visit www.jpmm.com/research/disclosures  for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Rates strategists Francis Diamond and Phoebe White discuss their latest views on global inflation markets following broad-based breakeven narrowing over the past month. Despite upside surprises in January CPI reports, front-end breakevens have underperformed while the forward inflation curve has steepened across US, Euro area, and UK markets.   Speakers: Phoebe White   Head of US Inflation Strategy            Francis Diamond   Head of European Rates Strategy   This podcast was recorded on 27 February 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Kia ora,Welcome to Tuesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news of more signaled tariffs on imports into the US, specifically on metals. A new inflation surge seems inevitable, as does less trade and low growth - in other words we need to prepare for a new bout of stagflation.But first, American consumer inflation expectations for the year ahead remained at 3% for a third consecutive month in January, according to the NY Fed national survey. This is far more sanguine than the University of Michigan survey we noted yesterday which reported a 4.3% year ahead level. The NY Fed survey noted that households now expect to pull back their spending in the year ahead, however.The Musk takeover of US spending priorities is leaving many losers, including US farmers. In Canada, a survey by their central bank of about 30 significant financial "market participants" at the end of 2024 showed that those polled expect the Canadian 3% current policy interest rate still has another -50 bps of cuts to come, but that it will level out at 2.5% from mid-year for the next long period. This survey also showed an expectation of a +1.8% or +1.9% economic growth rate over the next two years, although the largest risk to that is from policy uncertainty in the US.And staying in Canada, falling residential values are leaving some very tough positions for buyers who bought off the plan, and now find the contract price now far exceeds what a bank would value their purchase for a mortgage.In India, the one-two public policy push to "go for growth" with tax cuts and a lower policy interest rate, isn't getting plaudits from financial markets. They have driven the Indian currency to a record low against the USD, although it has come off that in the past few hours. (But of course some of that is due to the overall strength of the USD.)In the face of new US tariff threats, some targeted metals prices have risen. Essentially they are pricing in the higher prices American buyers will have to pay. Aluminium is at a two year high and running at long term high levels, steel comes in may varieties, but rebar steel hasn't moved much because that has China-focused demand. Other commodity-metals are flat, but specialty metal prices are rising. And copper is back near its all-time highs suddenly at just over US$10,000/tonne (NZ$17,750). These shifts higher will underpin global inflationary impulses that no-one can avoid.And we should probably note that the new aggressive new US Gaza policies probably mean there will be no end to the risks of using the Suez Canal, extending its inflationary impact.The UST 10yr yield is at 4.49%, down -1 bp from yesterday at this time.The price of gold will start today at just under US$2900/oz and up +US$40 from yesterday. This will be a new record closing if it holds this level.Oil prices are up +US$1.50 at just under US$72.50/bbl in the US and the international Brent price is now at US$76/bbl and back to week-ago levels.The Kiwi dollar is now at 56.5 USc and down -10 bps from this time yesterday.  Against the Aussie we are down -20 bps at 90 AUc. Against the euro we are unchanged at just under 54.8 euro cents. That all means our TWI-5 starts today just on 66.8, down -10 bps from yesterday at this time.The bitcoin price starts today at US$97,281 and up +0.7% slip from this time yesterday. Volatility over the past 24 hours has been modest at +/- 1.8%.You can find links to the articles mentioned today in our show notes.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Did BRICS abandon it's original blockchain plans with the UNIT Token? How will this play into the greater global inflation narrative?00:00 Intro00:13 Sponsor: iTrust Capital00:52 Inflation Impact03:07 Clip: Ed Yardeni - Wish the Fed wouldn't cut on Wednesday06:35 Trump's response to inflation10:33 BItcoin all-time high13:38 Michael Saylor - Government should sell Gold for BTC16:40 Bitcoin Reserve Strategy19:30 What happened to the UNIT token?23:17 BRICS Pay x XRP25:25 Will China unban Bitcoin when Trump is in office?28:17 2025 Concerns32:14 How to protect investors32:35 Outro#Crypto #bitcoin #BRICS~Bitcoin & Gold vs Global Inflation ️‍

We discuss long-term inflation trends, and the outlook for a potentially more volatile path ahead. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Will, and Rabih discuss the current state of the market following a significant week of volatility. They analyze various economic indicators, including inflation rates and employment claims, and how these factors influence market sentiment.  They also examine Bitcoin's dynamics, focusing on athletes who chose to receive their salaries in cryptocurrency.  Finally, they discuss the influence of global inflation on recent elections in developed countries, including the United States. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life. See how easy payroll and benefits can be. As a dental practice owner, paying and taking care of your team can be tough—especially if you're not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors.

Failing to diversify your portfolio and overlooking the effects of inflation are two of the nine common investing blunders. Today's Stocks & Topics: MOS - Mosaic Co., Market Wrap, GIB.A - CGI Inc. Cl A, VBR - Vanguard Small-Cap Value ETF, 9 Costly Retirement Investing Mistakes to Avoid, KPP Newsletter, AMZN - Amazon.com Inc., Key Benchmark Number: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, Global Inflation, SNOXX - Schwab Treasury Obligations Money Inv., XOM - Exxon Mobil Corp., TXG - 10x Genomics Inc., Soft Landing, ILPT - Industrial Logistics Properties Trust, A-I Chips.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Terry Sawchuk is the Founder Sawchuk Wealth.   -We are not close to a recession -Economic data is more likely to surprise to upside through year end -The Fed rate cut is good for tech stocks and small caps -The canary in the coal mine is Japanese Yen -We are likely going to see a return of global inflation as all central banks will have to also cut rates now so they don't fall behind the US dollar

This week Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment, looks at data from across the world, interest rates expectations in the US, and the latest China economic data. Investec Focus Radio SA

Nora Szentivanyi, Senior Global Economist and Samantha Azzarello, Head of Content Strategy, discuss the latest global inflation report. Speakers: Nora Szentivanyi, Senior Global Economist Samantha Azzarello, Head of Content Strategy   This podcast was recorded on 25 July 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4749892-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Brought to you by our daily financial news show - subscribe here:  The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Global shipping troubles and threats of fresh tariffs revived old worries about inflation, while chipmaker TSMC unveiled its AI-powered results.Today's stories:Global Shipping Troubles And Tariff Threats Could Cause Waves For InflationThe Chips Are Up For TSMC, And The Future Is Looking Bright TooTry Finimize Premium 

Lawrence and Alainta delve deep into the heart of the economy, exploring its current state and the transformative changes in globalization. With a keen eye on historical context and present-day dynamics impacting businesses and consumers' finances.Prices are climbing; so much so, Chinese coffee consumption is increase the price of your local espresso. Fast casual and restaurants are dying. And Fast Food restaurants are battling to stay relevant.   Wait, what's a Financial Griot?The Financial Griot is a play on two words (Finance + Griot) that hold significance in closing the wealth gap while embracing our differences. Alainta Alcin, Lovely Merdelus, and Lawrence Delva-Gonzalez give their take on current events relating to your personal finances and wealth mindset. Features in the New York Times, Bankrate, and other publications, the hosts share the stories that others don't. Stories about growth, opportunity, and even Wars. Beyond that, we tie it back to how it reflects on your finances. Specifically, we teach you how to become financially literate, incorporate actionable steps, and ultimately build generational wealth.Can you imagine being a Millionaire in 20 years or less?Yeah, it's possible. Eighty percent of millionaires are the first generation, which means they didn't come from wealth. We teach you how. Join a community of subscribers who welcome a fresh take on money.So there you have it, The Financial Griot, or TFG for short. The hosts amassed over $3 million in wealth in about eight years and are on track to retire early. We will gladly share the secrets if you want them since the opportunity is abundant and Win-Win.Find the TFG Crew Hosts on Instagram: Alainta Alcin - Blogger, Travel and Money Enthusiast https://www.linkedin.com/in/alaintaalcinLawrence Delva-Gonzalez, Financial Foodie and Travel Blogger @theneighborhoodfinanceguyLovely Merdelus - Entrepreneur and Small Business Growth Specialist @lovelymerdelus

Nora Szentivanyi, Senior Global Economist, and Samantha Azzarello, Head of Content Strategy, discuss the latest global inflation report.   Speakers: Nora Szentivanyi, Senior Global Economist Samantha Azzarello, Head of Content Strategy   This podcast was recorded on May 29, 2024. This communication is provided for information purposes only. Institutional clients can view the related report at  https://www.jpmm.com/research/content/GPS-4710969-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.  

Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she was head of Global Inflation-linked Investments. In that role she was one of the top TIPS managers by assets, managing over $10 billion in dedicated assets, with a top quintile track record for excess in her peer group. She then joined Tudor Investment Corporation in Greenwich as a discretionary macro investor, translating her inflation strategy onto a macro hedge fund platform. She then joined One River Asset Management in 2018. In this podcast we discuss how sentiment rather than actual inflation trend shifted in Q1, goods vs services inflation, PCE vs CPI inflation, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

The Moneywise Radio Show and Podcast Thursday, May 2nd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Guest: Matt Riley, Executive VP, Business Development at Easeworks website: www.easeworks.com/  

Speakers:   Nora Szentivanyi, Global Economist Samantha Azzarello, Head of Content Strategy   Nora Szentivanyi, Senior Economist, Global Emerging Markets and Samantha Azzarello, Head of Content Strategy, discuss the monthly global inflation report and unpack implications for central bank monetary policy.   This podcast was recorded on 25 April 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4683349-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or you can find it on Spotify, Podbean or Apple Podcasts. In this “flash”, or very short, new episode of the Complexity Premia podcast, Chris and Ying Yi discuss the recent reacceleration in global inflation and what it means for asset prices. This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Australian Financial Services Licence No. 482238 (CCII). The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by CCII to any end users for any action taken on the basis of this information. Any performance data presented on this site is pre-fees for institutional clients that negotiate custom fee rates, and these solutions are not available to retail investors. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC's MoneySmart website to obtain information regarding financial advice and investments.

Maps showing sea levels 200 ft lower from the 1600s, the new definition of "climate denial" is you don't think its urgent enough, forget the facts, inflation scam USA and more hot wars in Middle East are affecting shipping costs and metals exchanges move to China / Hong Kong. Thank You for Visiting my Sponsors:  ☀️ DAVID DUBYNE | ADAPT 2030 (PATREON) ☀️ DAVID DUBYNE | ADAPT 2030 (SUBSCRIBESTAR)

Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at global Inflation data and what it means for monetary policy, weak data coming out of the US for January, and is South Africa in recession. Investec Focus Radio SA

Join us in this interview with Jim Bianco, Bianco Research, where we dive into critical economic topics shaping 2024. In a sit down with Jeremy Szafron, Anchor at Kitco News, Bianco offers expert insights on inflation trends, housing market discrepancies, bond market shifts, and Bitcoin's turbulent journey. Don't miss his detailed analysis and predictions that could redefine your financial strategy. 00:00 - Introduction & Government vs Real Data 05:46 - Inflation Realities in 2024: Beyond the Numbers 06:14 - Housing Inflation: Gov't vs. Real Data Analysis 07:13 - Sticky Inflation and Its Impact on Rate Cuts 08:09 - Bond Market: Facing the Worst Returns Since Civil War 14:16 - Bitcoin ETFs and Market Dynamics 16:11 - Bitcoin Price Prediction: Potential Drop to $30K-$20K 21:51 - Red Sea Shipping Crisis and Its Implications on Global Inflation

Inflation slowed across the globe in 2023, raising hopes of a soft landing. Looking ahead, will it decline further or will it prove to be sticky above central banks' targets? Join Chief Economist Bruce Kasman and Senior Economist Nora Szentivanyi as they discuss the global inflation outlook for 2024. This episode was recorded on January 11, 2024. This episode was recoded on January 5, 2024. This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2024 JP Morgan Chase & Co. All rights reserved.

Inflation in the US has accelerated potentially delaying interest rate cuts there while prices in China continues to decline. SBS Finance Editor Ricardo Gonçalves discusses the implications with Hong Kong based economist Janu Chan and Blackmore Capital's Marcus Bogdan including the fallout of the escalating conflict in the Red Sea.

Welcome to a special episode as we ring in the new year with Swarup Mohanty, Vice Chairman of the board of Mirae Asset Management, a South Korean-owned fund house. Monika asks Swarup questions that address the anticipation and expectation of what the New Year will bring, in the face of global geopolitical challenges as well as uncertainties closer to home.  Monika asks Swarup to share insights on navigating the VUCA (volatility, uncertainty, complexity, and ambiguity) world, the impact of US Fed rates, and potential economic headwinds. They talk about India's growth story, inflation, market trends, and Swarup's personal investment style. Tune in for your guide to a prosperous 2024! Chapters: (00:31 - 03:31) Introduction (03:32 - 08:35) Money Management in a Post-VUCA, Post-COVID World (08:36 - 10:27) Impact of Global Inflation (10:27 - 13:34) What Happens to Equity Risk Premiums? (13:34 - 16:57) War as Worst Case Scenario (16:58 - 21:39) India: A Structural Growth Story (21:40 - 24:20) Role of RBI in Economic Revival (24:20 - 30:45) Re-imagining the Bottom of the Income Pyramid (30:46 - 34:07) Predictions for the Stock Market (34:07 - 36:30) Importance of Asset Allocation (36:31 - 38:26) Ensuring Market Depth in an IPO Surge (38:27 - 38:54) Interest Rates for 2024 (38:55 - 40:45) Wrapping Up If you've got questions about the Union Budget, share them with us! Monika will be getting into the nitty gritties of why the Budget matters to us as citizens in an upcoming episode. You can email us at mailme@monikahalan.com or leave a message in the comments!  Monika's column on the stock market, Indian middle class and growth https://www.hindustantimes.com/opinion/this-market-bull-run-is-no-hot-air-balloon-101689599028588.html https://www.monikahalan.com/opinion-exuberant-stock-markets-need-sensible-handling/ https://www.monikahalan.com/the-growth-roar-of-middle-india-hindustan-times/ https://www.monikahalan.com/in-praise-of-growth-that-lifts-all-the-boats/ You can find Monika on her social media @monikahalan.  Twitter @MonikaHalan Instagram @MonikaHalan Facebook @MonikaHalan This is a Maed In India Production; check us out at www.maedinindia.in Creative Director: Mae Mariyam Thomas Project Manager: Shaun Fanthome Head of Audio: Kartik Kulkarni Producer: Meghna Gulati  Sound Editor: Sarthak Ray  Artwork: Alika Gupta

Welcome to part two of our podcast episode - "Navigating Global Markets". Many investment professionals believe it is imperative for investors to globally diversify their portfolios, and not put all of their proverbial eggs into one basket. We are joined by Symmetry's Brendan Kruh, Investment Associate, to conclude our discussion on the necessity of global diversification in your investments. If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/ You can also find us on LinkedIn, Facebook, YouTube, and Instagram. As always, we remain invested in your goals. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions.   Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice.  Opinions and views expressed on this podcast were current on the date recorded. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice, including any forward-looking estimates or statements which are based on certain expectations and assumptions.  Although information and opinions given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness, or accuracy. The views and strategies described may not be suitable for everyone. This podcast does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction. Please visit the Symmetry Partners website for important disclosure related to performance of any specific index quoted in this podcast.   

With US consumers consuming, the day ahead for markets looks subdued. ECB President Lagarde is speaking, but this is the fourth time in two weeks we have heard from Lagarde. It seems unlikely that she will add anything markets care to hear.

The Financial Rape of America https://www.audacy.com/989word The Tara Show Follow us on Social Media Join our Live Stream Weekdays - 6am to 10am Facebook: https://www.facebook.com/989word Rumble: https://rumble.com/c/c-2031096 X: https://twitter.com/989word Instagram: https://www.instagram.com/989word/ "Red Meat, Greenville." 10/23/23

Global inflation is drifting down, but perhaps not fast enough for central banks, argues Investec Wealth & Investment Chief Investment Chris Holdsworth in the latest episode of Macro Monday. Meanwhile, Chinese leading indicators are looking promising, and there are positive developments on the local electricity crisis front. Investec Focus Radio SA

More central banks are sounding like they want to pause and take a break from fighting inflation, to assess how their efforts play out after some tentative, initial success. Our metrics from PriceStats have proven valuable in assessing this progress and Alberto Cavallo, co-founder of PriceStats and a professor at Harvard Business School, is back with us this week to talk it through. He has an update on whether the trend breaks towards disinflation that we saw across many economies earlier this year have extended over the summer, or if its time to start worrying about prices picking back up again more broadly as oil prices jump.See omnystudio.com/listener for privacy information.

In the first episode of Investec's weekly macroeconomic view, Investec Wealth & Investment's Chief Investment Strategist Chris Holdsworth discusses global inflation which ticked up in August, driven mainly by higher fuel prices. Macro Monday · Investec Focus Radio SA

RMB's Matete Thulare takes a look at the oil price and Opec+. Philip Short from Flagship Asset Management on the regulatory risks with tobacco and valuation in British American Tobacco. Chris Eddy from 10X Investments on the attractive yields from local bonds and reducing weighting in US equities.

25 Aug 2023. The airline's CCO Adnan Kazim spoke to Richard about their plans to reduce ticket rates and how they are dealing with the new COVID variant. Plus, the UAE and Saudi Arabia are among six countries invited to join BRICS. Dr. Chris Payne, Chief Economist at Peninsula Real Estate explained what this means for the GCC countries. And, we find out about a new app that lets you find out how much your neighbours are paying in rent with Lewis Allsopp, Group CEO, Allsopp & Allsopp Real Estate.See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the day's latest eco data. Kara Murphy, CIO at Kestra Investment Management, joins us in studio to talk stocks and investing. Anneka Treon, Chief Economist at Van Lanschot Kempen, joins to give her global macro view and outlook for the US and global inflation.  Alison Williams, Senior Global Banks & Asset Managers analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks analyst with Bloomberg Intelligence, join for an earnings breakdown of the big banks and regionals. Chris Gibson, CEO at Recursion Pharmaceuticals, joins to discuss last week's big stock jump on news Nvidia invested $50 million into his company. Hosted by Paul Sweeney and Madison Mills. See omnystudio.com/listener for privacy information.

Rents around the country are 11.8 per cent higher than a year ago according to PropTrack data, so Farah Farouque from Tenants Victoria takes a look at what can be done about it; plus SBS Finance Editor Ricardo Gonçalves discusses the latest sharemarket moves with Carl Capolingua from ThinkMarkets.

Episode 88: Neal and Toby have the latest on the 'catastrophic implosion' that destroyed the Titan submersible. They also explain why inflation rates continue to rise around the world and how Overstock.com would find any value in purchasing Bed Bath & Beyond's IP for over $20 million. Plus, why Dominoes is up and Disney is down. And following last night's NBA Draft, European athletes are having their moment in major American sports. Finally the guys look ahead to the Gamestop meme stock movie, 'Dumb Money'. Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

Climate change is fast transforming the planet. Global warming is fueling drought, massive wildfires, rising sea levels and stronger hurricanes. Now scientists and economists are worried about another knock-on effect: faster inflation. On this episode of Stephanomics, we hear from reporter Laura Curtis, who explains how drought has lowered the water level of a lake feeding the Panama Canal, which could in turn boost shipping costs. A similar phenomenon is already playing out in Europe, where low water levels in the Rhine River are making it more expensive to transport key commodities across the continent. Then host Stephanie Flanders chats with Deutsche Bank macro strategist Henry Allen and Bloomberg economist Bhargavi Sakthivel about the economic impacts of El Nino, a period of unusually warm water in the Pacific Ocean. The system, which scientists say is becoming more frequent and intense thanks to global warming, is already placing upward pressure on prices of agricultural goods like coffee and sugar. That could lead to higher inflation and lower growth in several countries in the tropics and southern hemisphere.See omnystudio.com/listener for privacy information.

With the full set of April CPI releases to hand, Nora Szentivanyi and Michael Hanson discuss global inflation developments and how the incoming data are shaping the outlook. Speakers: Nora Szentivanyi Michael Hanson  This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.

Speakers: Nora Szentivanyi, Michael Hanson Nora Szentivanyi and Michael Hanson discuss the global CPI data for March and the outlook for 2Q and beyond.    This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4392511-0 and https://www.jpmm.com/research/content/GPS-4385270-0,  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.  

Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she was head of Global Inflation-linked Investments. In that role she was one of the top TIPS managers by assets, managing over $10 billion in dedicated assets, with a top quintile track record for excess in her peer group. She then joined Tudor Investment Corporation in Greenwich as a discretionary macro investor, translating her inflation strategy onto a macro hedge fund platform. She then joined One River Asset Management in 2018. In this podcast we discuss reframing the bank crisis as a duration bubble, how inflation distorts time, why shelter prices are not falling faster, and much more.   Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

It costs more these days. But yeah, so does everything. What makes coffee a perfect product to explore the world's rising costs, though, is its ubiquity. You can get it absolutely anywhere in the world—but not only that, dozens upon dozens of countries grow, produce and export it, so no one factor in one nation or on one continent explains why your latte costs more.So how does the coffee industry work? Why and how is it changing? And what can that tell us about ... everything else?GUEST: Gavin Fridell, author of Coffee, Canada Research Chair in International Development Studies, St. Mary's University 

From the BBC World Service: Global inflation seems to be easing – but there’s still no quick fix. The latest data from Europe suggests the worst of the inflation pain might be over for now. We hear from consumers and businesses in the UK where prices are still high, and we take a look at Japan’s unique approach to rising prices. Plus, Elon Musk changed Twitter’s blue tick system and now an unlikely party has been taking advantage – Afghanistan’s Taliban.

From the BBC World Service: Global inflation seems to be easing – but there’s still no quick fix. The latest data from Europe suggests the worst of the inflation pain might be over for now. We hear from consumers and businesses in the UK where prices are still high, and we take a look at Japan’s unique approach to rising prices. Plus, Elon Musk changed Twitter’s blue tick system and now an unlikely party has been taking advantage – Afghanistan’s Taliban.

Buckle up. Global financial leaders warn that the current era of expensive money is likely to stick around for at least another year, and maybe longer. Easing up on interest rates now would only embed high inflation in people's assumptions, and "that's where it becomes very long-lasting," says former UBS Group AG Chairman Axel Weber. In this special edition from the Bloomberg New Economy Forum in Singapore, three experts in banking and monetary policy share with host Stephanie Flanders why central bankers will be battling inflation in the short term as well as the long. In the US, there's little doubt the Federal Reserve will bump up interest rates again this year, says Gita Gopinath, first deputy managing director of the International Monetary Fund. "For 2023, the question is more about how long are you going to keep these rates at the levels that they've moved them to. And we see a need to keep it at over 4% for all of 2023 to be able to bring inflation down durably,'' Gopinath said. Globally, changes in the supply chain and the transition to a greener economy will drive up energy costs and could lead to structurally higher inflation, said Davide Serra, chief executive of asset manager Algebris Investments. As usual, the poorest are most in jeopardy. Already, about 60% of low-income countries are in high-debt distress, Gopinath said, and while a systemic debt crisis has yet to materialize, she warns these are "very risky times."See omnystudio.com/listener for privacy information.

Did US inflation come from supply, or did it come from demand? On the GZERO World podcast, Ian Bremmer speaks with economist and University of Chicago professor Austan Goolsbee about the causes of the current high levels of inflation in the US and around the world. If inflation is being driven by too much stimulus, as economists like Larry Summers believe, Goolsbee believes the Federal Reserve is doing the right thing by raising interest rates to cool demand. But if inflation is mostly due to the war in Ukraine or supply chain disruptions, rate hikes might result in stagflation.   Goolsbee, who served as an adviser under President Obama, also shares his thoughts on why some economic trends from the last two years - like making more products domestically and remote work - may be short-lived "pandemic blips," whether the Biden administration gave out too much stimulus for the recovery, and why Americans feel glum about the economy - yet still have cash in their pockets.

Photo: #Turkey: The peril of global inflation in food and fuel. Piotr Zalewski, @TheEconomist. https://www.economist.com/international/2022/06/23/costly-food-and-energy-are-fostering-global-unrest

Both the White House and Dementia Joe both spread the lie that inflation and high gas prices are worse abroad then they are here in the U.S. but the fact is many countries aren't feeling 'Putin's Price Hike' as much as the United States.

Inflation is one of the hottest topics in economics. So naturally, it's all we wanted to talk about in this edition of Indicators of the Week!

Photo:  Theatres along 900 block of Granville Street, Vancouver, BC.  Photo by:Curt Lang, 1972. #LondonCalling: Global inflation returns from the 1970s.  @JosephSternberg @WSJOpinion https://www.wsj.com/articles/can-the-west-unite-against-the-inflation-threat-nato-europe-dollar-america-russia-ukraine-11648130679 https://timesmachine.nytimes.com/timesmachine/1974/12/24/87614119.html?pageNumber=40