Vítor Constâncio, Former Vice President of Eu...

In this episode, we explore the fog of war in markets, where geopolitics and volatility scramble investors’ assumptions. Quinn and Felix break down the macro landscape, analyzing war narratives, energy shocks, and shifting expectations for growth, jobs, and Fed policy. We debate ...  Show more

Chief Macro Strategist at Clocktower Group, Eric Wallerstein, explores how shifting geopolitics, Trump-era monetary policy, and structural economic forces are reshaping global macro. We cover tariffs, the dollar, Iran-driven market shocks, Fed balance sheet strategy, and the futu ...  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 ...