Politics & Geopoliticssee more…

  1. Ep. 136: Nouriel Roubini on World War 3 Starting, Debt Crisis and Robot Takeover

    Bilal Hafeez

    Nouriel Roubini is CEO of Roubini Macro Associates and Chief Economist for Atlas Capital Team LP. He is Professor Emeritus at the Stern School of Business (New York University).

  2. Is China Worried About Taiwan’s COVID Strategy?

    Bilal Hafeez

    Many were looking for China’s 20th National Congress to mark the end of China’s zero-COVID policy (ZCP).

  3. Peak UK Optimism

    Bilal Hafeez

    Everyone, including investors, can project their most positive outcomes onto the new UK administration. But reality will hit soon, and hard.

  1. Could the US Midterms Determine the Fate of Ukraine?

    Dominique Dwor-Frecaut

    The EU plans to ban crude oil imports from Russia and, alongside the G7, cap Russian oil prices on 5 December.

  2. Equity View: Time to Hedge Risk of Ukraine War Escalation?

    John Tierney

    Following the Kerch Strait Bridge explosion in Crimea, the risk of a nuclear attack in Ukraine has risen from negligible to small but real.

  3. Ep. 131: Howard Davies on How UK Chancellors Steer the UK In Crisis 

    Bilal Hafeez

    Howard Davies is the Chairman of the Board of Directors of Natwest Group. Previously, he was the Director of the London School of Economics...

Dr Sam Ramani on the Russia-Ukraine War, Recent Ukraine Wins and Putin’s Endgame | MHC 130

Macro Hive

Sam is a tutor of politics and international relations at the University of Oxford, and an Associate Fellow at the British defence think tank...

BoE Preview: Expect a 50bp Hike, But the Dovish Case Is Growing

Henry Occleston

We think the BoE will hike bank rate by 50bps to 2.25% on 22 September as it takes a ‘wait and see’ attitude to the effect of recent fiscal policy.

  1. Ep. 130: Dr Sam Ramani on the Russia-Ukraine War, Recent Ukraine Wins and Putin’s Endgame 

    Bilal Hafeez

    Sam is a tutor of politics and international relations at the University of Oxford, and an Associate Fellow at the British defence think tank...

  2. Is China’s Economy Broken?

    Matthew Harris

    Recent stimulus measures are struggling to support China’s slowing economy, raising growing doubts over their effectiveness.

  3. Alexander Dugin – The Market Implications of Russian Nationalism

    Matthew Harris

    The daughter of a key political ally of Russian President Vladimir Putin was killed in a car blast in Moscow on 20 August 2022.

Ep. 127: James Fok on the US-China Financial Cold War, Dollar Dominance and Role of HK 

Bilal Hafeez

James Fok is a veteran financial and strategic advisor to corporations and governments. He served as a senior executive at Hong Kong Exchanges and Clearing (HKEX)...

Russia Risks ‘Economic Oblivion’ Without Europe This Winter

Sam van de Schootbrugge

Yale University researchers, whistle-blowers and Russian insiders have teamed up to provide one of the first comprehensive analyses of Russia’s current economic activity...

  1. BoE Preview: 50bp With a Dovish Outlook

    Henry Occleston

    The MPC will likely hike bank rate by 50bps to 1.75% on 4 August to combat the worst inflation the UK has seen in 40 years.

  2. ECB Preview: Expect a 25bp Hike With Hawkish Tone

    Henry Occleston

    The ECB is set to hike by 25bp on Thursday and release more information on its transmission protection mechanism (spread tightening tool).

  3. Ep. 121: Mikihiro Matsuoka on Bank of Japan policy, Japanisation of Economies, and the Demise of Capitalism  

    Bilal Hafeez

    Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank.

The Next UK PM: Focus on Fiscal

Henry Occleston

As of this morning, 11 candidates have announced their intention to run to be the next UK prime minister, with Priti Patel deciding today.

Boris Has Resigned: What Happens Next?

Henry Occleston

PM Boris Johnson has resigned. We look at the process from here, the main candidates to replace him, and how markets have reacted to previous resignations.

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