Global Research Unlocked
77 episodes — Page 1 of 2
Must Read Research: Fund Manager Survey; Our New AI Tracker; Gold’s Rally and K-shape Convergence
Aug 24, 20269 min
Must Read Research: AI Financing, Convertibles, AI and Labor, Australian LNGs
Aug 17, 20269 min
Global Rates & FX Views: August summer guide
Aug 14, 202622 min
Must Read Research: Earnings; European Energy Markets; Memory Demand; MSCI EM Reshuffle
Aug 11, 20268 min
Global Rates & FX Views: NFP & refunding review
Aug 7, 202628 min
Must Read Research: Russell Concentration, Hazardous Trash is the New Treasure; AI Financing
Aug 4, 20266 min
Global Rates & FX Views: Central banks – the aftermath
Jul 31, 202621 min
Declining costs mean more rising rockets; launch costs key for space industrialization
Jul 31, 202623 min
Signals & Noise: July FOMC meeting: oil or nothing
Jul 28, 20268 min
Must Read Research: Semiconductor Signals, AI Scale, and the Power Behind It
Jul 27, 20267 min
Signals & Noise: Bubble Building in the Age of AI
Jul 27, 202613 min
Global Rates & FX Views: Hyperscalers, credit, & rates
Jul 24, 202621 min
Signals & Noise: Our case for 3 rate hikes this year
Jul 21, 20266 min
Must Read Research: High Bar for 2Q; Netflix; Heatwaves and Corn; US TSY Softening Demand
Jul 21, 20266 min
Global Rates & FX Views: Japan’s GPIF, Fed and ECB
Jul 17, 202619 min
A conversation about business and sport with Gary Neville
Jul 16, 202633 min
A conversation about business and sport with Gary Neville (video)
Jul 16, 202632 min
The Consumer’s Summer Spending Surge
Jul 15, 202620 min
From sports to pop culture: Prediction markets $1 trillion bet
Jul 14, 202624 min
Positive structural case for EM won’t collapse under a few Fed hikes
Jul 14, 202630 min
Must Read Research: SpaceX; The Next AI Winners; Europe’s Earnings Momentum; Buy Value
Jul 13, 20267 min
MOU-nting inflation concerns
Jul 13, 202626 min
Post NFP Call
Jul 2, 202615 min
Signals & Noise: U.S. Equity Mid-Year Outlook 2026 — Buy Stocks, Not the Index
Jul 2, 20269 min
Must Read Research: Shifting Econ Outlook; Concentration Bubble Risk; Semis; Prediction Mkts
Jun 29, 20266 min
Signals & Noise: Updating the Outlook—Growth Up and Policy Tightening Ahead
Jun 29, 20265 min
Mid-year review
Jun 29, 202616 min
America at 250 – Innovation, Market Leadership and the Power of Compounding
Jun 23, 202621 min
Task force hawkish
Jun 22, 202626 min
Equities, Fed, BoJ, & you
Jun 14, 202636 min
Signals & Noise: Why small & mid-caps are leading the 2026 market rally – and what’s next
Jun 11, 20267 min
Must Read Research: Bull & Bear, AI Infrastructure, Underdog and Housing Markets
Jun 9, 20267 min
Payroll call
Jun 8, 202619 min
Rising airfares no match for a consumer going full throttle on experiences
Jun 4, 202617 min
GLP-1s are shrinking some appetites; broader use poses a prickly challenge
Jun 3, 202624 min
Must Read Research: Size of the Market, World Cup & Paper Goods, Energy Contingencies, and LatAm Elections
Jun 2, 20267 min
Inflation and the inflation markets
May 30, 202621 min
Bond market selloff
May 27, 202617 min
Why we believe AI reshapes work more so than it reduces overall payrolls
May 20, 202626 min
Must Read Research: Weather & Commodity Risks; Fed Hikes; EU Trade Dynamics and Evolving Consumers
May 18, 20268 min
Summit, yen-tervention, & US rates
May 18, 202622 min
K-shaped housing: regional and segment divergence emerges from inventory reset
May 13, 202622 min
Must Read Research: World Cup, Higher Oil Prices, and Mega IPOs
May 11, 20266 min
Payroll call
May 8, 202619 min
Conflict keeps midstream compelling, integrateds see a pipeline of cash
May 5, 202619 min
Policy Derby: Rates for the Roses
May 2, 202616 min
A changing Federal Reserve
Apr 27, 202624 min
Inflation markets
Apr 20, 202614 min
Asia’s defense awakening: Higher domestic spend, more exports
Apr 15, 202617 min
Ceasefire, rates and the US consumer
Apr 10, 202619 min