All Episodes
Displaying 1 - 30 of 106 in total
28/07/25: Japan-US trade deal, earnings optimism & Fed expectations
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...
21/07/25: Fed pressure, inflation surprises & EU tariffs
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...
14/07/25: Fresh Trump tariffs, Fed caution & UK growth data
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...
07/07/25: Vietnam trade deal, inflation fears & UK bond market
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...
30/06/25: Easing tensions, trade deal progress & inflation data
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...
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...
24/03/25: Central bank moves, tariff uncertainty & market expectations
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...
17/03/25: US market sell-off, tariff concerns & inflation trends
In this week's episode of the Monday Espresso podcast, Edward Kennedy and Rory Dowie discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief In...
10/03/25: AI market shifts, Trump's tariffs & Europe’s resilience
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...
03/03/25: Nvidia, Fed signals & China’s economic shifts
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...
24/02/25: China tech rally, UK inflation & Alibaba’s resurgence
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...
17/02/25: Tariff uncertainty, UK growth & Russia-Ukraine talks
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...
10/02/25: Trump’s tariffs, China’s response & UK rate cuts
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Andrew Shaw discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief I...
03/02/25: DeepSeek's impact, Jevons Paradox & central bank moves
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Edward Kennedy discuss recent events and look to the week ahead.Sheldon MacDonald is the Chie...
27/01/25: Trump’s executive orders, Japan rate hike & UK trade policy
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief ...
20/01/25: UK inflation relief, China's stimulus & Trump’s inauguration
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...
13/01/25: Rising bond yields, inflation trends & US economic resilience
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...
06/01/24: Trump's return, China's outlook & review of 2024
In this week's episode of the Monday Espresso podcast, Sarah Todino and Alex King discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Inves...