This episode analyzes the mixed market reactions to key events, from Trump's tariffs to hopes of an Ukraine peace deal and EU defense spending amidst geopolitical tensions. We explore how central banks like the Federal Reserve and ECB shape global financial markets, including stock, bonds and currencies, during times of inflation and policy shifts.

This episode examines Germany's economic challenges, from surging energy costs to the lag in industrial innovation, amidst rising competition from global players like Chinese EV makers. We analyze the pivotal February 2025 elections, focusing on Friedrich Merz and potential coalitions, alongside labor and industrial reforms aimed at recovery. With insights from Berlin's tech scene and global banking discussions, we unpack Germany's critical balancing act between tradition and transformation.

In today’s episode, we focus on past week’s key macroeconomic data, including the crucial US January labor market report and the ISM manufacturing and services indices. Additionally, we analyze the Eurozone's January inflation and industrial production data. We also delve into the ECB's wage tracker and review the ECB's recent report on the neutral interest rate.

President Trump has delayed the implementation of tariffs on Canada and Mexico, but the endgame remains undecided. Market participants should prepare for tariffs being introduced in the near future. This episode explores the economic ripple effects of tariffs, including a projected rise in U.S. inflation above 3% and their implications for U.S. and Eurozone markets. We analyze the outlook for the Fed’s interest rate decisions and the ECB’s policy challenges, highlighting the contrasting dilemmas faced by these two central banks. Finally, we examine the potential impact on bond yields, stock markets, and the EUR/USD exchange rate.

Trump's Canada-Mexico tariffs may be enacted on Saturday. This episode examines the ripple effects of Trump's tariff policies on global markets, from stock and bond market reactions to consumer prices. Learn how bond yields in the U.S. and Europe are impacted, and where the U.S. dollar stands amidst market uncertainty.

This episode discusses Jerome Powell's careful approach to inflation and the labor market, alongside the Federal Reserve's policy outlook. We also analyse the ECB's rate cut and its data-dependent approach amid disappointing economic indicators.

In today’s special, we're discussing a topic that's been making waves in the AI community and beyond—China's DeepSeek. This AI startup has not only challenged the status quo but also raised significant concerns about cybersecurity, data privacy, and geopolitical dynamics.

The After Market Party is your go-to podcast for a deep dive into the most significant events shaping the US and Eurozone macroeconomic landscapes and financial market. In this episode our hosts discuss the recent macro data and its implications for the coming months.

The After Market Party is your go-to podcast for a deep dive into the most significant events shaping the US and Eurozone macroeconomic landscapes and financial market. In this episode our hosts discuss the recent macro data and its implications for the coming months.

The After Market Party is your go-to podcast for a deep dive into the most significant events shaping the US and Eurozone macroeconomic landscapes and financial market. In this episode our hosts discuss the recent macro data and its implications for the coming months.