Pivot Time

In this special edition of Macro Minutes, Peter Schaffrik is joined by Blake Gwinn to dissect the first FOMC meeting under the new chairman Warsh. Blake shares his views on the task forces set up, the market reaction to the change in the SEP projections and explains why he still ...  Show more

Straight after the ECB’s first rate increase in quite a few years, Cathal Kennedy and Peter Schaffrik discuss the ECB’s rate hike, the set of new forecast and the likely path going forward. Peter and Cathal also discuss next week’s BoE meeting and compare and contrast the two cen ...  Show more

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Federal Reserve officials left interest rates unchanged and continued to pencil in two rate cuts in 2025, saying uncertainty over the economic outlook was still high but had diminished. The Federal Open Market C ...  Show more

Markets are off to a strong start this week, which will be a critical one with a 'triple-header' of major central bank decisions. The US Federal Reserve, the Bank of England, and the Bank of Japan are all scheduled to announce their latest monetary policy moves. Recent economic d ...  Show more

Markets have stayed calm so far this week, but central banks and geopolitics were anything but. Anthony and Piers break down the Fed’s muted meeting, the revised growth and inflation forecasts, and the hidden signals in the dot plot. Over in the UK, a dovish shift at the Bank of ...  Show more

What happens when economic friction between two global partners sparks deeper strategic questions? In this episode of The Morning Brief, host Anirban Chowdhury talks to Agneshwar Sen, trade policy leader, EY India, to unpack the implications of recent US tariff on India and threa ...  Show more