Sinopsis
A weekly economic recap of U.S. market activity and events.
Episodios
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UP 162: Building Pressure for Rate Cuts amid Slowing Data
25/06/2019 Duración: 17minWhether it's the Federal Reserve or the ECB, talk is building that central banks are facing the need to boost policy stimulus. The latest (mostly disappointing) economic numbers out of the US and Europe are discussed.
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UP 161: Fighting to be Dovish: Global Centrals Pave Way for Rate Cuts
19/06/2019 Duración: 22minThe Federal Reserve has shifted strongly toward future rate cuts, a move based on weakening global growth and global trade that follows Mario Draghi's warning of similar measures for the European Central Bank. The Bank of Japan and the Reserve Bank of Australia are further along their dovish paths and more of the same is the call.
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UP 160: Trade Wars Heat Up, Global Monetary Policy Easing
04/06/2019 Duración: 19minCentral banks are cutting rates or appear to be preparing to cut rates. Jeremy Hawkins and Mark Pender discuss the effects of trade wars and also what to look for in coming central bank meetings including personnel developments at the European Central Bank.
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UP 159: European and UK Challenges Underway: Economic and Financial Ramifications
28/05/2019 Duración: 19minThe shift out of the center and away from the establishment shakes up the outlook for European economic policy and financial assets. The nuts and bolts of coming post-election events in Europe and the UK are also discussed.
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UP 158: Dovish Bias for Global Monetary Policy; China Impact, European Elections
21/05/2019 Duración: 20minOur panel discusses what appears to be an approaching rate cut in Australia and the effect the US-China trade breakdown are having in Asia. Weak data out of the US and what this means for Federal Reserve policy are also discussed as are risks to the euro from the pending European Parliament elections.
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UP 157: US-China Tariff Effects and the Global Outlook
14/05/2019 Duración: 17minHow will the hikes underway in US-China tariffs affect the world's two largest economies and how is Europe responding? Jeremy Hawkins and Mark Pender also update the latest economic data and key pending data to come.
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UP 156: Europe Improving, US Mixed; Monetary Policy on Hold
30/04/2019 Duración: 19minA slew of European data show improvement to what are still, however, modest rates of growth. Data out of the US have been less strong than the headlines would suggest especially regarding the consumer. For global monetary policy, the outlook remains wait-and-see with perhaps a dovish tilt.
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UP 155: Safe-haven Easing; Manufacturing Weakness offset by Services
23/04/2019 Duración: 19minThe US and China may be on the rebound though growth in Europe is uneven and is being held back by German manufacturing. Whether slowing in trade and weakness in manufacturing is being offset by strength in domestic services is a topic of discussion as are risks tied to the coming Spanish election and extended Japanese holiday.
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UP 154: Political Pressure on Global Central Banks; European Data Improve
16/04/2019 Duración: 23minWhether the Federal Reserve or the Bank of India, executive power has been flexing its muscle in an effort to loosen monetary policy. Jeremy Hawkins and Mark Pender also discuss the latest economic numbers especially from the manufacturing sector where revisions have improved the European outlook.
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UP 153: Data Rebounding; Has the Global Slowdown Come and Gone?
10/04/2019 Duración: 18minSolid snap backs for U.S. employment and European industrial production hint at momentum going into the second quarter and raise the question whether seasonal adjustments are to blame for the fourth-quarter slowdown. The outlook for central bank policies are also discussed and the very latest on Brexit is updated.
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UP 152: Reserve Bank of India Meets Again; U.S. Looks Soft; Europe No Better
02/04/2019 Duración: 20minThe outlook for interest rates in India and whether politics are at play is one of our panel's topics as well as housing in Australia and what trade talks mean for China. Soft data are the theme in the U.S. and what they may or may not mean for Friday's employment report, while Europe is headlined by weak core inflation, contraction for German manufacturing, and the continuing saga of Brexit.
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UP 151: Outlook for US Debt and Outlook for Pound; Ranking Central Bank Responses
27/03/2019 Duración: 18minHow much of a risk is mounting red ink in the U.S. and how much good news, amid Brexit uncertainty, may already be priced in the pound? Our panel also discusses central bank responses to the global slowdown.
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UP 150: US, UK, and Swiss Monetary Policy Updated; Brexit Confusion and the Pound
19/03/2019 Duración: 22minStatus quo may be the expectation but surprises and nuances at this week's round of central bank meetings are always possible. And surprises are the norm for Brexit where the latest twists and turns, and what they would mean for the pound, are explored.
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UP 149: Seasonality in Evidence, Global Data Swinging Back and Forth
12/03/2019 Duración: 23minWhether it's the U.S. employment report or retail sales or European industrial production, large swings are appearing in the monthly reports that are reawakening questions over the reliability of seasonal adjustments during the winter months. Our panel also discusses unfolding events over Brexit and how they already have and may in the future affect economic performance.
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UP 148: Update on the Global Slowdown; Rate Hikes Thing of the Past?
19/02/2019 Duración: 19minThe U.S. may be the new victim of the global slowdown at the same time that incoming data from Europe and Asia aren't showing improvement. Jeremy Hawkins and Mark Pender go through the latest numbers and discuss what they mean for central bank monetary policy.
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UP 147: Burning Fuses: Slowdowns, Shutdowns, Trade and Brexit
12/02/2019 Duración: 18minGlobal central banks are increasingly taking note of slowdowns including in Europe where industrial production is sinking and the Italian economy in recession. U.S. growth is still solid with demand for labor unusually strong though a second government shutdown and escalating trade actions against China remain major wild cards.
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UP 146: Slowing Global Growth: Recession in Italy, Fed Steps Back to Neutral
05/02/2019 Duración: 18minJeremy Hawkins assesses the latest economic data out of Europe and outlines contagion risks tied to technical recession in Italy, while Mark Pender updates indications on the U.S. outlook and discusses the Federal Reserve's shift to neutral.
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UP 145:RBA Facing Growth Risks, FOMC Shutdown Risks and BoE Brexit Riskss
29/01/2019 Duración: 21minOur panel discusses the outlook for Asia and whether the Reserve Bank of Australia will indeed stick to its tightening bias, which is a similar question for the FOMC and how dovish they might sound at this week's meeting. For Europe, risks include general slowing especially for Italy and of course Brexit and how the markets and the Bank of England are reacting to events.
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UP 144:Global Growth Eases
22/01/2019 Duración: 16minChinese GDP is slowing, European industrial production is at a standstill and the Washington shutdown is holding back the United States. Discussion includes why U.S. indicators are still favorable and what the best indicator is to judge Brexit developments.
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UP 143: Brexit Crunch Time; Latest on US Jobs Data
15/01/2019 Duración: 20minThe Brexit question for the U.K. may or may not be in a late end game as Jeremy Hawkins explores the political issues and economic risks. For the U.S., Mark Pender talks about what economic numbers are still available and what the outlook is for coming employment data and whether they will be affected by the government shutdown.