Econoday Unplugged
Business & Economics Podcasts
Econoday’s economists look at the week’s important economic events.
Location:
United States
Description:
Econoday’s economists look at the week’s important economic events.
Twitter:
@econoday
Language:
English
Contact:
(925) 299-5350
Website:
http://mam.econoday.com/
Email:
support@econoday.com
Episodes
UP 287: Federal Reserve rate cuts: Is it now if rather than when?
4/23/2024
In recent weeks, speculation about U.S. interest rate cuts this year has shifted from multiple reductions to higher-for-longer and, in some quarters, even to no any ease at all. So, what is the most likely scenario now?
Duration:00:13:50
UP 286: Bank of Japan finally tightens
3/19/2024
It’s taken them 17 years to do it but the BoJ has finally raised key interest rates. Max Sarto, Econoday’s Japan expert, discusses what they did and what it means for the economy and financial markets.
Duration:00:16:34
UP 285: The credibility brake on interest rate cuts
3/5/2024
Many central banks still seem to attach more risks to easing too early than too late. And while that will reflect the perceived economic fallout from either action, the prospective impact on policy credibility should not be ignored.
Duration:00:35:01
UP 284:Central banks stand firm – for now
2/6/2024
So far in 2024, the major central banks have resisted pressure in financial markets for early interest rate cuts. Pushback in some quarters has become more vocal so just how long will it be before key rates are lowered?
Duration:00:38:10
UP 283: What to watch in 2024
1/8/2024
Much like 2022, there can’t be many forecasters unhappy to see the back of 2023. Nonetheless, with crystal ball in hand, here’s what the Econoday team think will be driving global financial markets in 2024.
Duration:00:50:17
UP 282: What surprised financial markets in 2023
12/19/2023
This year has produced the usual string of surprises for global financial markets. The Econoday team reflect on which of these shocks had the most important impact on international investors.
Duration:00:28:27
UP 281: Looking for the turn in interest rates
11/27/2023
Financial markets are increasingly anticipating interest rate cuts in 2024 despite many central banks sounding much more cautious. The Econoday team looks at what the economic data suggest will happen
Duration:00:39:50
UP 280: Bank of Japan: More of a tweak than a twist
10/31/2023
In the face of extreme monetary tightening abroad, speculation was rife that the BoJ might finally be forced to follow suit yesterday. In practice, such talk proved overly aggressive. Max Sato and Jeremy Hawkins discuss what actually happened and what it means.
Duration:00:19:28
UP 279:The fallout from higher-for-longer
10/10/2023
It took a while, but investors now seem to accept that many central banks will be keeping key interest rates at high levels for longer than originally expected. And with that, comes increased downside risk to financial markets and economic growth. The Econoday team discuss the potential fallout.
Duration:00:44:21
UP 278: Central bank wrap and a word on oil
9/21/2023
After the recent round of central bank announcements, hopes are building that many tightening cycles may finally be nearing an end. However, with prices up around 30 percent since last June, the oil market could yet mean some unwelcome upside surprises in future inflation reports
Duration:00:42:06
UP 276: Central banks are doing their own thing
6/15/2023
Over the last couple of days, we’ve seen key interest rates hiked in the Eurozone, left on hold in the U.S. and cut in China. All of which means that the global economic outlook is as complicated as ever. The Econoday team pull it all together.
Duration:00:39:27
UP 275: Is central bank policy working?
5/4/2023
Taken together with the latest raft of central bank announcements, the recent deluge of real economy and inflation updates has given investors plenty to chew on. Here’s Econoday’s take on what it all means for the global economic outlook and financial markets
Duration:00:37:56
UP 274:Central bank round-up: Inflation worries usurp banking woes
5/4/2023
Recent interest rate hikes by several major central banks clearly underline the determination of the monetary authorities to get inflation back under control. However, for now, QT may have to run alongside central bank liquidity injections to reassure investors that another global financial crisis is not just around the corner.
Duration:00:35:19
UP 273: Markets still don’t believe the central banks
2/2/2023
Despite some generally hawkish central bank statements this week, financial markets apparently remain convinced that official interest rates will be falling before year-end. So, who’s right and does the disconnect matter? Terry Sheehan and Jeremy Hawkins discuss.
Duration:00:14:20
UP 272: The economic outlook remains highly uncertain
1/25/2023
Market reaction to this month’s data underscores just how uncertain investors are about the global economic outlook. And this means that asset prices are likely to remain particularly sensitive to the higher frequency data, at least until the picture becomes clearer.
Duration:00:20:40
UP 271: U.S. eyes September payrolls as the UK digests economic policy chaos
10/4/2022
Friday’s U.S. employment report dominates this week’s economic data calendar but it’s been the disastrous U-turn in UK government fiscal policy and the subsequent enforced deferral of the BoE’s QT plans that’s left many investors really rattled. Terry Sheehan and Jeremy Hawkins discuss what’s going on.
Duration:00:21:28
UP 270: Central bank round-up: What they did and what it means
9/22/2022
Supported by aggressive rhetoric, this week’s raft of official interest rate hikes means that many central banks are still firmly in tightening mode. And that’s adding to recession risks and posing increasing problems for those monetary authorities reluctant or unable to follow suit.
Duration:00:26:16
UP 269: The energy price shock is forcing a fiscal response
9/6/2022
The impact of surging energy prices on monetary policy has been apparent for some while now but as the cost-of-living crisis intensifies, the real economy fallout is increasingly forcing governments to intervene with fiscal help. The team discuss the global picture.
Duration:00:37:22
UP 268: Recession won’t stop rates rising
8/30/2022
If there was one overriding message from last week’s Jackson Hole symposium it was that central banks have had enough of overshooting inflation. And from current elevated levels, that means further, almost certainly aggressive, monetary tightening that can only increase the likelihood of recession.
Duration:00:14:50
UP 267: Whatever happened to forward guidance?
8/10/2022
In recent weeks a number of central banks have modified, or even completely jettisoned, their forward guidance on interest rates. While sensibly allowing monetary policy to be more nimble, the changes also reflect increasing uncertainty about the economic outlook. The team analyse the latest developments.
Duration:00:00:01