All Episodes
Displaying 1 - 20 of 110 in total
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...
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...