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Latest podcasts

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.

Archinomics Weekly Podcast - Monday 21st February...

Article | Podcasts | 21/02/2022

As tensions remained high on the Ukrainian border, equity markets fell for a second consecutive week, while government bonds and the oil price steadied somewhat. This week brings CPI inflation data from Europe, as well as the Federal Reserve’s preferred target PCE inflation data in the US.

Is a 'Goldilocks outlook' still possible for...

Article | Podcasts | 15/02/2022

Market volatility has returned, driven by swiftly rising inflation and sharply tighter central bank outlooks. Have we have passed the point of no return for a Goldilocks outlook for 2022, with major economies ‘not too hot and not too cold’ by year end?

Archinomics Weekly Podcast - Monday 14th February...

Article | Podcasts | 14/02/2022

Markets were roiled once again by geopolitical tensions and inflation fears, as the price of oil touched seven year highs. This week brings further inflation data from around the globe.

Archinomics Weekly Podcast - Monday 7th February...

Article | Podcasts | 07/02/2022

Markets were volatile once again, as uncertainty over the pace of interest rate rises combined with earnings shocks from the US tech sector. This week brings CPI inflation data from the US, as well as earnings reports from major consumer goods companies.

Archinomics Weekly Podcast - Monday 31st January...

Article | Podcasts | 31/01/2022

Equity markets were rattled, as forecasts climbed to five Fed rate hikes for this year, before rallying on Friday. This week will culminate in US unemployment data, with no change expected from December’s 3.9%.

Archinomics Weekly Podcast - Monday 24th January...

Article | Podcasts | 24/01/2022

Markets experienced growing volatility on fears of rising interest rates, as the Nasdaq briefly hit correction territory. This week’s Federal Reserve meeting will be closely analysed for clues as to monetary policy for this year.

Panel podcast - The challenges of fading...

Article | Podcasts | 18/01/2022

Inflation has hit multi decade highs, but is forecast to fall sharply this year. Will that fall be steady or bumpy? And how will central banks adjust their policy while keeping markets calm? 

Archinomics Weekly Podcast - Monday 17th January...

Article | Podcasts | 17/01/2022

Financial markets struggled to find direction, as major data points on inflation, GDP and trade came in. This week the US banks’ sector will continue to kick off the Q4 reporting season.

Archinomics Weekly Podcast - Monday 10th January...

Article | Podcasts | 10/01/2022

Equity markets took fright at the more hawkish tone of the US Federal Reserve’s December minutes. Bond yields rose, and prices fell, in anticipation of a faster pace of interest rate hikes. This week the focus will switch to inflation data from the world’s major economies.

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