Displaying 1 - 13 of 13 in total
23/06/25: Central bank caution, Middle East concerns & dollar resilience
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...
16/06/25: Middle East tensions, US inflation & AI momentum
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...
09/06/25: Musk–Trump clash, tariff talk & rate cut caution
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...
02/06/25: Market rebound, trade updates & Nvidia’s AI push
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...
26/05/25: EU tariffs, Trump’s tax plan & bond volatility
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...
19/05/25: Trade talks progress, defence deals & United Health tumbles
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...
12/05/25: US and China agreement, recession fears & resilient earnings
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...
05/05/25: Big tech earnings, resilient jobs data & tariff strategies
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...
28/04/25: Tariff optimism, trade talks & big tech earnings
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...
21/04/25: Japan, Semiconductors & Chinese supercomputers
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...
14/04/25: The basis trade, tariff rollback & inflation data
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief I...
07/04/25: Tariff impact, market reactions & global response
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief In...
31/03/25: Growth outlook, bond markets & tariff updates
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief I...