Vítor Constâncio, Former Vice President of Eu...

This week, we unpack why metals are ripping, how dollar weakness and bond market dysfunction are reshaping macro, and what Japan’s experience signals for the U.S. We also explore extreme metals positioning, dispersion across assets, and what uncertainty around the new Fed Chair m ...  Show more

In this episode, Cem Karsan of Kai Volatility joins the show to discuss the bifurcation of the world economy, inequality & the election cycle, populism during a war-time economy, and the secular market rotation. Enjoy! __ Follow Cem: https://x.com/jam_croissant Follow Felix: http ...  Show more

On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Imran Lakha for a discussion on Europe, the ECB and a deep dive into the options market.  With Nord Stream pipeline disruptions all throughout the week, Imran discusses the various mounting headwinds facing the ...  Show more

Today on the Brief: Nigeria central bank reversing stance on crypto ban?  “The least responsible fiscal policy of the last 40 years” Scaramucci’s firm files fifth bitcoin ETF application Our main discussion: the crash of the Turkish lira. In this episode, NLW looks at the l ...  Show more

There's a pretty widespread recognition that the EU is facing a bunch of economic challenges right now. Growth has been slowing and, as in many places, there's been post-pandemic inflation. But there are other issues too, including a sense that Europe is falling behind when it co ...  Show more

Stocks across the globe moved higher yesterday following the Federal Reserve’s interest rate cut, with both the Dow and S&P 500 seeing new all-time highs. Meanwhile, other major central banks – including those in England, Norway, Turkey, Japan and China – opted to keep the ...