This week, we preview decisions from the Fed, ECB, and BOE, but expect no fireworks. In Asia, the BOJ may sound hawkish but BOT is likely dovish. In a special segment, our head of Global Macro Research, Rob Subbaraman, argues that the bark of central banks will be bigger than their bite. Chapters: US: 2:10; Europe: 8:37; Japan: 15:48; Asia: 20:28; Central Banks Special Segment: 22:48

This week, we discuss our views on the ceasefire from a US perspective, the latest from the Fed, and fiscal policy in Europe. Rate decisions in Indonesia and Philippines are the focus in Asia, with a hike seen from the latter. We preview key UK labour market and inflation data, and European surveys, ahead of the BoE's April meeting. Chapters: US: 1:43; Asia: 10:20; Europe: 17:03

This week, we discuss our views on the ceasefire from a US perspective, the latest from the Fed, and fiscal policy in Europe. We preview key data such as China's Q1 GDP and India's March CPI, as well as the MAS decision. We feature our latest special reports on why China is looking resilient and whether Asian central banks will hike rates or not. Chapters: US: 1:51; Europe: 9:37; China: 15:41; Asia: 22:09

This week, we look back at the effects already being felt across the global economy. In the US, we preview employment and inflation releases, and outline why we pushed back the timing of our Fed cut expectations. In Europe, we discuss the latest inflation data, how this shock differs from 2022, and the political response to recent developments. In Asia, we note that the shock is evolving into broader supply shortages, preview March CPI prints, and discuss rate decisions by RBI, BoK, and RBNZ. Chapters: US: 2:25; Europe: 8:44; Asia: 14:56

With geopolitics and the US economy in focus at our Central Bankers' Seminar, we are delighted to bring two expert speakers to the podcast. Former Fed Governor and NEC Chair Lael Brainard discusses the outlook for the US economy and the path for the Federal reserve. Economic historian and geopolitical expert Niall Ferguson gives his views on the Iran war and how it will impact the geopolitical landscape in the short and long term.

This week, The Middle East conflict remains front and centre. In the US, we discuss the conflict and the health of the consumer and preview the March Payrolls report. In Europe, we compare the spike in oil and gas prices with the 2022 experience and examine recent survey and coming inflation data. Across Asia, we examine how the Middle East crisis is impacting China and Japan, and preview key data releases over the week ahead. Chapters: US: 2:15; Europe: 9:32; China: 14:54; Japan: 21:11; Asia: 26:16

This week, we discuss our views on the policy signals from recent decisions by the Fed, ECB and BOE. In the Middle East, we continue to monitor the impact of the Iran conflict on their respective economies, and any signs of possible de-escalatio, or not. We also have a special segment with Craig Chan, our global head of FX strategy, discusses which currencies could be vulnerable versus those that are more resilient. Chapters: US: 1:45; Europe: 11:15; Special Segment - FX: 18:30

This week, we preview central bank policy responses amid the elevated uncertainity in the Middle East. In the US, we see the economy as relatively insulated from Middle East turmoil and discuss likely FOMC communication next week. In Europe, we discuss the risk of earlier ECB rate hikes and delayed Bank of England rate cuts Across Asia, we expect a less dovish tone from Bank Indonesia, more hawkish projections from the CBC in Taiwan, and discuss the risk of a rate hike in Australia. Chapters: US: 1:45; Europe: 8:20; Japan: 14:35; Asia: 18:45

The markets are fixated on the Middle East, especially on how rising energy prices will impact inflation. We see challenges for the larger energy importers in Asia and Europe, and now expect the Bank of England to leave rates unchanged in March. In the US, we also discuss the downside miss to February's labour market data and preview next week's inflation print. Chapters: Middle East: 1:53; US: 11:44; Asia: 19:34; Europe: 24:14

This week, we discuss US tariff policy and geopolitical risks in Iran while the US jobs report is on tap. We also preview the UK Spring Statement, the NPC meeting in China, and inflation data in Asia. Finally, we have a special segment with Tomochika Kitaoka, Chief Equity Strategist, on why he remains positive on the Japanese stock market. Chapters: US: 2:25; UK: 9:20; Asia: 13:45; Japan Special Segment: 21:40