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1
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A bumper US jobs report, central banks and labour markets and that wave of US CRE loans
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1 位听众
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2
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Inflation rebound risk, bank real estate exposure, Trump trade wars and dollar and EM outlooks
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1 位听众
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3
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Trump trade wars, stock market bubbles, Japan's market comeback and the world in 2050
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1 位听众
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4
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How to think about recessions, fiscal shackles, financial instability risks and more
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1 位听众
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5
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'More good data' for the Fed, more election uncertainty and why the ECB won't rush a follow-up
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1 位听众
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不想看到广告？马上升级
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6
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August payrolls preview, China's confused policy moves, key risks to watch and more
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1 位听众
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7
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Biden’s debate stumble and the macro/market context, UK election preview, shipping rates resurgent ...
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1 位听众
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8
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What Powell said at Jackson Hole, China-India ties in a fractured world and more
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1 位听众
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9
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Payrolls relief, oil and the US election, the RBA’s next move and more
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1 位听众
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10
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AI’s productivity boom, central bank rhetoric vs reality, recession risk and more
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1 位听众
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11
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Huawei’s chip surprise, the energy price spike, Nvidia in India, UK vs Germany
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1 位听众
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12
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Spotlight 2024: US outperformance and the future of global macro and markets leadership
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1 位听众
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13
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Payrolls fallout – The spectre of US recession haunts the stock market
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1 位听众
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14
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Macro in a more dangerous world, UK CPI preview, bond vigilantes, and the US energy export surge
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1 位听众
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15
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Election fever, US/euro-zone inflation previews, AI and productivity and more
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1 位听众
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16
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Fed week! The BoJ’s big moment, TikTok and fracturing, Putin’s war economy and more
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1 位听众
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17
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The global IT outage, China’s growth and reform struggles, an update on the inflation battle and mo...
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1 位听众
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18
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Biden’s latest China salvo, the stock market bubble revisited, UK CPI preview and more
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1 位听众
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19
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That Fed rate hike noise, China trip notes and EM FX challenges
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1 位听众
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20
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5% Treasury yields, geopolitics vs the Fed, China’s dollar dilemma, an AI stock bubble and more
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1 位听众
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21
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Emerging markets special: An EM risk early warning system and EMs and the green transition
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1 位听众
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22
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How much more pain for bond markets?
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1 位听众
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23
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What to watch in a jam-packed week of market events
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1 位听众
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24
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Baltimore bridge collapse, our Global Economic Outlook, Trump vs Canada and Mexico and more
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1 位听众
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25
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UK Election Special Briefing – What will Labour do to fix the economy?
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1 位听众
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不想看到广告？马上升级
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26
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What’s missing from the China overcapacity row, that UK GDP data and an exclusive inflation briefin...
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1 位听众
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27
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25 or 50? What the Fed will do, how markets could react, and our new recession indicators
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1 位听众
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28
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Fed week! China's stimulus blizzard, Houthi inflation risk and more
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1 位听众
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29
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What that payrolls report means for the Fed, the ECB's balancing act, recession risks and more
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1 位听众
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30
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Janet Yellen's Beijing trip and the Chinese overcapacity threat
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1 位听众
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31
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Special episode – Argentina's election: Shock result...shock therapy?
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1 位听众
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32
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Bond markets in election season, the stock market bubble, India economic outlook and more
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1 位听众
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33
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Special Episode: Is AI coming for our jobs?
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1 位听众
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34
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After the summer growth scare – The state of the global economy
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1 位听众
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35
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The global economic outlook, or why "higher for longer" won't last
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1 位听众
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36
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Israel-Gaza and heightened geo-economic risk and what to expect in the post-pandemic rates era
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1 位听众
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37
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What’s gone wrong with the German economy?
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1 位听众
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38
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Overcooked inflation fears, the end of the excess savings debate and a global markets briefing
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1 位听众
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39
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2024’s uncertain start, US CPI preview, Taiwan's flashpoint election and more
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1 位听众
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40
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The coming collapse of Chinese construction and Fed rate cuts vs the stock bubble
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1 位听众
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41
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Special episode: AI and the global economic order
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1 位听众
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42
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After rate hikes, US economy anomaly, EU vs Chinese EVs and more
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1 位听众
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43
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Inflation's "last mile", an ECB preview, China data discrepancies, and maximum bullish on US stocks
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1 位听众
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