It's been another busy month in markets for September... 🚨

Welcome to the TWENTY-SEVENTH episode of The Smart Money Show, our September economic recap. Featuring Ali and our Head of FICC, Wahy Yahya, we learn about the massive rallies in the Euro and Gold, what’s moving in the energy market, the risks posed by shadow banking and much more!

Guest Contacts:

Wahy Yahya - https://www.linkedin.com/in/wahy-yahya-1b1563301/

🎥 Recorded: 8th October

Chapters:

0:00 - Intro 🎙️

3:25 - US Macro Data: Strong Growth, Softening Labor & a Fed Rate Cut 🇺🇸

6:07 - UK Macro Data: "Stubborn" Inflation & Bank of England's Outlook 🇬🇧

9:53 - Unpacking Shadow Banking: A "Systematic Blind Spot"? 👻

16:02 - BP's Energy Outlook: Is Higher Oil Demand Here to Stay? ⛽️

19:17 - The Euro's Rally: A Shift Away from the Dollar? 🇪🇺

24:19 - A Sneak Peek: Inside the New FICC Demo Portfolio 📈

28:05 - Gold Smashes Through $3,800: What's Driving the Surge? 🪙

31:38 - How to Navigate Conflicting Forecasts from Top Banks 🤔

33:45 - Outro 👋

As always, stay tuned to us weekly as we bring you unheard insights, professional guests and a few laughs! 💚

Check out our work and connect with us here: https://www.thesmartmoneyshow.co.uk/

Please be advised, none of our episodes constitute as financial advice and we will never attempt to do so.