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Latest podcasts

Podcast - No hard landings?

Article | Podcasts | 16/11/2023

Markets are hopeful that the threat of recession has faded, giving rise to a risk on rally. Indeed growth forecasts for the major economies are seeing consistent upward revisions.

Podcast - Risk appetite falls

Article | Podcasts | 18/10/2023

Interest rate uncertainty has gripped the markets, after US jobs and inflation data beat expectations. A sharp rise in US Treasury bond yields has lowered the attractions of more highly valued equities.

Podcast - East and West: economies diverge

Article | Podcasts | 20/09/2023

Despite forecasts of recession, GDP growth in the US has so far proved resilient and US inflation has beaten forecasts. Conversely, in China the recovery has yet to fire up and consumer price growth is subdued.

Podcast: More hawkish central banks

Article | Podcasts | 14/07/2023

As we enter the dog days of summer, markets are struggling to find conviction, overshadowed by the possibility of recession. Meanwhile core inflation remains sticky and labour markets are still tight.

Podcast: Breaking out of the range?

Article | Podcasts | 08/06/2023

Clouds of uncertainty still hang over financial markets, whether about inflation, recession or the peak in the interest rate cycle. Throw in the brinkmanship surrounding the US debt ceiling and it’s no wonder markets have been range bound in recent months.

Podcast: Global markets – glass half empty or half...

Article | Podcasts | 16/05/2023

Equity markets have spent the last month moving in a relatively narrow range. There seem to be multiple headwinds. Even before the regional banking crisis in the US, higher interest rates have curbed the demand for credit, while core inflation remains stubbornly high.

Podcast: What has the banking crisis changed?

Article | Podcasts | 14/04/2023

After the turbulent days of early March, markets now seem to view the banking crisis as a small number of idiosyncratic events. And yet a broader credit squeeze remains a possibility, which could rein in economic growth.

Podcast: Is that good news or bad news?

Article | Podcasts | 15/03/2023

February proved disappointing for markets, as stronger economic data crushed expectations of falling inflation and an early pivot in interest rates. Central bank rhetoric has become more hawkish and higher terminal interest rates are now forecast.

Podcast: Softer landing forecast

Article | Podcasts | 14/02/2023

Markets have rebounded in 2023, as deeper recession fears fast became a thing of the past. Hopes are growing for a softer economic landing, despite persistently hawkish central bank rhetoric.

Podcast: A better year ahead?

Article | Podcasts | 12/01/2023

Financial markets had a tough time in 2022, leaving investors with ‘nowhere to hide’. Central banks were blamed for their aggressive game of interest rate catch up, as inflation soared to levels not seen for decades.

Podcast - On the investment radar 2023: Pivot to...

Article | Podcasts | 06/12/2022

Financial markets have been battered by runaway inflation and fast rising interest rates. So much so that 2022 will go down as the year where there was ‘nowhere to hide’.

COP27 Special - podcast from the Architas...

This has been called the ‘make or break decade’ for action on climate change - perhaps the most urgent challenge of our time. COP27, the UN climate conference, has now drawn to a close. But the burning question remains. Will the commitments made by major economies prove to be sufficient?

Panel podcast - The new abnormal?

Article | Podcasts | 17/11/2022

As this extraordinary year draws to a close, records for extreme performance continue to be smashed by equity, bond and currency markets. It’s all down to the central banks and their response to runaway inflation.

Panel podcast - Higher, faster and for longer?

Article | Podcasts | 18/10/2022

With inflation still at the top of the agenda, financial markets remain at the mercy of hawkish rhetoric on monetary policy. Central banks, including the US Federal Reserve and the European Central Bank, have promised to act decisively against inflation, even at the expense of economic growth. And both equity and fixed interest markets have responded negatively.

Panel podcast - Has inflation peaked?

Article | Podcasts | 07/09/2022

Economic forecasts predict inflation peaking over the summer months in major economies, before falling back towards the end of the year. While food and energy prices continue to soar and headline inflation levels ratchet ever higher, it can be hard to see what would cause inflation and indeed interest rates to pivot downwards.

Panel podcast - China pulls ahead?

Article | Podcasts | 21/07/2022

We examine these diverging East/West trends and look at how they could play out across different asset classes. We also focus on recent adjustments to our tactical asset allocation.

Markets turn defensive

Article | Podcasts | 17/05/2022

Uncertainties surround financial markets at every turn. Whether from the Ukraine crisis, a slowdown in China or more aggressive central bank policy. And as inflation soars and growth slows, the risk of contagion is rising.

Stagflation risks are rising

Article | Podcasts | 19/04/2022

As the year began, the world’s economies had a plan: normalise policy, head off inflation and allow growth to continue to recover. Then came the dual shock of war in Ukraine and soaring food and energy prices. 

Archinomics Weekly Podcast - Monday 7th March...

Article | Podcasts | 07/03/2022

Safe havens saw sustained buying interest, as commodity prices were pushed higher by Russia’s action in Ukraine. The ECB meeting this week could change policy expectations, in the light of events on Europe’s eastern borders.

Archinomics Weekly Podcast - Monday 28th February...

Article | Podcasts | 28/02/2022

The Russian invasion of Ukraine caused volatility to spike to two year highs in risk markets, while safe haven assets such as gold and US Treasury bonds were in demand. This week the impact of global sanctions on Russia will be closely monitored, while on the macro front we expect a further strong advance in US non-farm payroll data.

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