US regional banks continue to come under pressure, Wednesday’s Fed rate hike and whether this could be the last hike for the year. Plus what a weaker US dollar tells us about the outlook for markets.

As the Bank of Japan’s new governor Kazuo Ueda settles into his role, Sarah Muir, James Hawkes and Alan Higgins focus on the BoJ’s yield curve control policy, what to expect from Ueda and how policy changes may impact global markets.

Crypto special! Sarah Muir, Alan Higgins and James Butterfill discuss the pros and cons of cryptocurrencies.

This week US earnings season takes centre stage with a focus on how banks have done following Q1’s banking sector stress, the resilience of the US consumer and why markets are good at discounting negative news.

On this weeks podcast we discuss; US corporate earnings surprise to the upside, the latest Global Fund Managers’ survey from Bank of America and positive economic news from China.

This week; the latest US data and what it tells us about inflation, Bitcoin bounces back and how emotions impact investors’ returns.

A look ahead to Good Friday’s US jobs report, UK GDP for 2022 gets revised up and a lone bullish voice in a forest of bears.

This week; thoughts on last week’s mini banking crisis and the impact on Fed policy going forward, plus the tactically bearish case for equities.