Piers Curran returns to break down the macro landscape as we head into the second half of 2025, just in time for interview season.

We unpack the three economic pillars: growth, inflation, and interest rates through the lens of Trump’s tariffs, the U.S. deficit crisis, and conflicting market signals.

Why are stocks near highs while bond yields and the dollar signal caution? What’s really behind gold and Bitcoin’s surge? And how should you interpret these moves when sitting across from an interviewer?

Whether you're prepping for an assessment centre or trying to read the market tea leaves, this episode is your macro cheat sheet.

(00:00) Introduction and Overview of Market Trends

(03:07) GDP, Inflation, and Interest Rates

(06:13) The Impact of US Politics on Markets

(08:55) Market Reactions: US yields vs US Dollar

(16:33) What On the Radar In The Coming Months

(21:28) What Next For Stocks?

(25:13) Retail vs Institutional Investors

(27:53) Crude Remains Weak While Gold and Bitcoin Rally

(31:43) China's Economic Performance and Global Implications