All Episodes
Displaying 1 - 20 of 119 in total
27/10/25: Oil price rises, Japan’s growth agenda & Tesla 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...
20/10/25: Regional bank jitters, trade optimism & oil price shifts
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...
13/10/25: Japan's new leadership boost, AI partnerships & earnings season
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...
06/10/25: AI optimism, healthcare tariffs & US government shutdown
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...
29/09/25: Bond yields rise, US tariffs return & payrolls ahead
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...
22/09/25: Japan policy shift, UK food inflation & Nvidia–Intel deal
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...
15/09/25: Earnings update, Fed pressure & UK GDP
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...
08/09/25: Bond market moves, US jobs data & Tesla’s pay proposal
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...
01/09/25: French uncertainty, Nvidia earnings & US 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...
25/08/25: Jackson Hole outlook, German GDP & US consumer trends
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...
18/08/25: Small-cap strength, inflation data & Trump–Putin talks
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...
11/08/25: Rate cut fallout, Magnificent Seven shine & gold market shock
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...
04/08/25: Central bank meetings, FX markets & US job numbers
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...
28/07/25: 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...