Overleveraged

How could the US presidential election shape the two-year-old conflict? What could Trump do on day one, and are markets prepared for November? 

What does a Labour victory mean for markets and how likely is it to secure a big win this year? Two key by-elections may help us understand more; markets may be assuming too much. Neil and Helen talk about the UK political scene and its macroeconomic implications. 

Productivity, wage growth and the labour force: what can be learn from history abou the impact of AI? 

Will democracy die in 2024? Presidential elections always create volatility and with 60% of global GDP voting this year, will democracy emerge victorious, or are the forces of polarisation and populism growing? Indeed is it fair to cast them as mutually exclusive?

What are central banks going to do next? They’ve hiked a lot and now everyone is waiting for the cuts to come. But will inflation remain too high to justify the kind of easing predicted by markets? Neil is joined once more by Helen Thomas of BlondeMoney to discuss. 

Neil is joined by BlondeMoney’s Helen Thomas for look at one of the big themes driving markets – globalisation, as the WEF takes place in Davos, Switzerland. Are we dealing with slowbalisation or deglobalisation, or outright mercantilism, protectionism and war?