It’s central bank week!

The US has said it will hit Canada with tariffs of 50 per cent on a wide range of goods, Chinese regulators are considering tightening export controls on AI and semiconductor technologies, and UK Prime Minister Andy Burnham picked John Healey as Britain’s new chancellor. Plus, a ...  Show more

Andy Burnham enters No 10 today as prime minister, the US continued trading fire with Iran over the weekend, and Morgan Stanley has become Wall Street's top bank for AI debt deals. Plus, Germany’s chancellor Friedrich Merz is pitching his country to investors as “Europe’s bedrock ...  Show more

On this edition of Wall Street Week, Key Square Capital CEO Scott Bessent says that the Fed hasn't been very independent under President Biden. Columbia Law School Professor Kathryn Judge tells us how the Supreme Court's Chevron reversal could affect bank regulations. Former Brit ...  Show more

Inflation has slowed in the US, the UK, and the EU. Will this mean interest rate cuts next year? Markets seem to think so, but comments from central bankers this week may temper that enthusiasm. Also, we go long the antitrust suit against Google, and long the UK’s campaign aga ...

Discussion of economic and political news starts at 05:57, analysis on the banks winning the narrative begins at 27:10. After managing to record the podcast between power cuts, Ben and Nizar analyze the political and economic news of the past week, including Alain Bifani's resign ...  Show more

This week the banking team discusses the increased pressure on bankers to limit their bonuses after António Horta-Osório waived his entitlement to a bonus for last year. They also take a look at the Financial Stability Board's plans to restructure the financial services industry ...  Show more