99: Can Supply Chains Ever Recover?

Retirement planning is being transformed around the world. As people live longer, traditional pension systems evolve and governments face growing financial pressures, individuals are taking on greater responsibility for their retirement savings and income. But with no single glob ...  Show more

Geopolitical tensions are increasingly reshaping the global economy. Defense spending is rising, energy security has returned to the policy agenda, and competition over artificial intelligence and critical technologies is becoming an increasingly important part of national securi ...  Show more

U.S. corporate strength could cushion the blow from tariffs – yet questions remain about who will pay for tariffs and what sectors will feel them most. Nicholas Fawcett, Senior Portfolio Strategist at the BlackRock Investment Institute, unpacks why corporate earnings have ...

On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the recent economic data releases and the growth slowdown they are signalling. We then explore the chances of a Fed pause/pivot. Have the probabilities increased since the recent turmoil in the banking syste ...  Show more

Jesse Felder, the founder of Felder Investment Research, joins Maggie Lake to discuss the market's uncertain reaction to today's inflation data, why he’s taking a closer look at gold, and what he makes of the recent U.S. credit crunch. Learn more about your ad choices. Visit podc ...  Show more