As we return for 2025, our Markets Weekly podcast host Julien Lafargue delves into key data releases from around the globe. Topics include the latest announcement from the US Federal Reserve, the most recent news from Washington and the upcoming fourth-quarter earnings season.

In our final podcast of 2024, host Julien Lafargue takes a whistlestop tour of the main takeaways from financial markets and the global economy for December, and the year as a whole. Key topics include US housing costs, the latest on China and the recent interest rate cuts from the European Central Bank and Swiss National Bank.

Join Lukas Gehrig and Robert Smith, as they explore this technology’s implications from a political, macroeconomic and environmental perspective. Meanwhile, our host Julien Lafargue discusses the latest employment and manufacturing data from the US and the implications of recent events in Syria.

In this week’s podcast, Stephen Moroukian, our real estate financing specialist, delves into the latest developments in property markets following a year of key elections. He also examines the main takeaways from the UK Budget, the outlook for fixed-rate borrowers and Monaco’s exclusive property market. Meanwhile, host Julien Lafargue provides an update on eurozone inflation, US trade tariffs and French politics.

Join Bhaskar Gupta, our Head of FX Distribution UK, as he ponders the impact of the US election result on global currency markets. Topics include the sharp appreciation of the US dollar since, and the market reaction to the Republican victory. He also considers the health of sterling following last month’s Budget and policy options for the European Central Bank. Meanwhile, podcast host Julien Lafargue examines Nvidia’s third-quarter earnings results, UK inflation and the eurozone’s latest macroeconomic data.

What’s on the horizon for investors next year? Julien Lafargue unveils the key insights from our Investment Strategy team’s just-launched "Outlook 2025" report. Tune in for this podcast special, as he discusses with Alex Joshi the major global themes and trends on our radar. With inflation and rates falling, and in the aftermath of a bumper year for elections, can economies and companies deliver on high expectations?

Bond markets had much to digest last week, with the US election and interest rate decisions from the US Federal Reserve and Bank of England. Podcast host Julien Lafargue is joined by Michel Vernier, our Head of Fixed Income Strategy, to discuss what these events could mean for interest rates, debt and inflation – and the implications for fixed income investors.

How has the new UK Budget landed and what does it mean for investors? Join Bethany McGauley, from our government and policy team, as she covers the key implications from the Chancellor’s announcements. Topics on the agenda include NHS funding, corporate taxes and ISAs. Meanwhile, our host Julien Lafargue discusses the most recent US employment data, the upcoming US presidential result, the latest corporate earnings season and imminent decisions from key central banks.

Julien Lafargue flies solo on this week’s podcast and breakdowns the key market events and trends of recent days. Tune in as he ponders the impact of ongoing global geopolitical uncertainty on investor decision-making. He also reflects on weakening UK investor sentiment ahead of this week’s Autumn Budget being unveiled.

Tune in as Stephen Moroukian, our real estate financing specialist, reflects on the recent mortgage market price war and the upcoming UK Budget. Meanwhile, host Julien Lafargue discusses the outlook for China, the latest crude oil prices and interest rates in the eurozone.