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Harvest Associates Monday Espresso Podcast - Podcast | OndaCast

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Harvest Associates Monday Espresso Podcast

Podcast ショーポッドキャストen

Harvest Associates Monday Espresso Podcast

によってMarlborough Group

The Harvest Associates Monday Espresso is your essential five-minute investment briefing, equipping you with everything you need to know for the week ahead. Marlborough's Multi-Asset Solutions Investment Team summarise market events over the past seven days and preview the key events in the week ahead, while also sharing their expert insights.

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06/01/24: Trump's return, China's outlook & review of 2024

Jan 6, 2025•—

06/01/24: Trump's return, China's outlook & review of 2024

13/01/25: Rising bond yields, inflation trends & US economic resilience

Jan 13, 2025•—

13/01/25: Rising bond yields, inflation trends & US economic resilience

20/01/25: UK inflation relief, China's stimulus & Trump’s inauguration

Jan 20, 2025•—

20/01/25: UK inflation relief, China's stimulus & Trump’s inauguration

27/01/25: Trump’s executive orders, Japan rate hike & UK trade policy

Jan 27, 2025•—

27/01/25: Trump’s executive orders, Japan rate hike & UK trade policy

03/02/25: DeepSeek's impact, Jevons Paradox & central bank moves

Feb 3, 2025•—

03/02/25: DeepSeek's impact, Jevons Paradox & central bank moves

10/02/25: Trump’s tariffs, China’s response & UK rate cuts

Feb 10, 2025•—

10/02/25: Trump’s tariffs, China’s response & UK rate cuts

17/02/25: Tariff uncertainty, UK growth & Russia-Ukraine talks

Feb 17, 2025•—

17/02/25: Tariff uncertainty, UK growth & Russia-Ukraine talks

24/02/25: China tech rally, UK inflation & Alibaba’s resurgence

Feb 24, 2025•—

24/02/25: China tech rally, UK inflation & Alibaba’s resurgence

03/03/25: Nvidia, Fed signals & China’s economic shifts

Mar 3, 2025•—

03/03/25: Nvidia, Fed signals & China’s economic shifts

10/03/25: AI market shifts, Trump's tariffs & Europe’s resilience

Mar 10, 2025•—

10/03/25: AI market shifts, Trump's tariffs & Europe’s resilience

17/03/25: US market sell-off, tariff concerns & inflation trends

Mar 17, 2025•—

17/03/25: US market sell-off, tariff concerns & inflation trends

24/03/25: Central bank moves, tariff uncertainty & market expectations

Mar 24, 2025•—

24/03/25: Central bank moves, tariff uncertainty & market expectations

31/03/25: Growth outlook, bond markets & tariff updates

Mar 31, 2025•—

31/03/25: Growth outlook, bond markets & tariff updates

07/04/25: Tariff impact, market reactions & global response

Apr 7, 2025•—

07/04/25: Tariff impact, market reactions & global response

14/04/25: The basis trade, tariff rollback & inflation data

Apr 14, 2025•—

14/04/25: The basis trade, tariff rollback & inflation data

21/04/25: Japan, Semiconductors & Chinese supercomputers

Apr 21, 2025•—

21/04/25: Japan, Semiconductors & Chinese supercomputers

28/04/25: Tariff optimism, trade talks & big tech earnings

Apr 28, 2025•—

28/04/25: Tariff optimism, trade talks & big tech earnings

05/05/25: Big tech earnings, resilient jobs data & tariff strategies

May 5, 2025•—

05/05/25: Big tech earnings, resilient jobs data & tariff strategies

12/05/25: US and China agreement, recession fears & resilient earnings

May 12, 2025•—

12/05/25: US and China agreement, recession fears & resilient earnings

19/05/25: Trade talks progress, defence deals & United Health tumbles

May 19, 2025•—

19/05/25: Trade talks progress, defence deals & United Health tumbles

26/05/25: EU tariffs, Trump’s tax plan & bond volatility

May 26, 2025•—

26/05/25: EU tariffs, Trump’s tax plan & bond volatility

02/06/25: Market rebound, trade updates & Nvidia’s AI push

Jun 2, 2025•—

02/06/25: Market rebound, trade updates & Nvidia’s AI push

09/06/25: Musk–Trump clash, tariff talk & rate cut caution

Jun 9, 2025•—

09/06/25: Musk–Trump clash, tariff talk & rate cut caution

16/06/25: Middle East tensions, US inflation & AI momentum

Jun 16, 2025•—

16/06/25: Middle East tensions, US inflation & AI momentum

23/06/25: Central bank caution, Middle East concerns & dollar resilience

Jun 23, 2025•—

23/06/25: Central bank caution, Middle East concerns & dollar resilience

30/06/25: Easing tensions, trade deal progress & inflation data

Jun 30, 2025•—

30/06/25: Easing tensions, trade deal progress & inflation data

07/07/25: Vietnam trade deal, inflation fears & UK bond market

Jul 7, 2025•—

07/07/25: Vietnam trade deal, inflation fears & UK bond market

14/07/25: Fresh Trump tariffs, Fed caution & UK growth data

Jul 14, 2025•—

14/07/25: Fresh Trump tariffs, Fed caution & UK growth data

21/07/25: Fed pressure, inflation surprises & EU tariffs

Jul 21, 2025•—

21/07/25: Fed pressure, inflation surprises & EU tariffs

28/07/25: Japan-US trade deal, earnings optimism & Fed expectations

Jul 28, 2025•—

28/07/25: Japan-US trade deal, earnings optimism & Fed expectations

04/08/25: Central bank meetings, FX markets & US job numbers

Aug 4, 2025•—

04/08/25: Central bank meetings, FX markets & US job numbers

11/08/25: Rate cut fallout, Magnificent Seven shine & gold market shock

Aug 11, 2025•—

11/08/25: Rate cut fallout, Magnificent Seven shine & gold market shock

18/08/25: Small-cap strength, inflation data & Trump–Putin talks

Aug 18, 2025•—

18/08/25: Small-cap strength, inflation data & Trump–Putin talks

25/08/25: Jackson Hole outlook, German GDP & US consumer trends

Aug 25, 2025•—

25/08/25: Jackson Hole outlook, German GDP & US consumer trends

01/09/25: French uncertainty, Nvidia earnings & US inflation data

Sep 1, 2025•—

01/09/25: French uncertainty, Nvidia earnings & US inflation data

08/09/25: Bond market moves, US jobs data & Tesla’s pay proposal

Sep 8, 2025•—

08/09/25: Bond market moves, US jobs data & Tesla’s pay proposal

15/09/25: Earnings update, Fed pressure & UK GDP

Sep 15, 2025•—

15/09/25: Earnings update, Fed pressure & UK GDP

22/09/25: Japan policy shift, UK food inflation & Nvidia–Intel deal

Sep 22, 2025•—

22/09/25: Japan policy shift, UK food inflation & Nvidia–Intel deal

29/09/25: Bond yields rise, US tariffs return & payrolls ahead

Sep 29, 2025•—

29/09/25: Bond yields rise, US tariffs return & payrolls ahead

06/10/25: AI optimism, healthcare tariffs & US government shutdown

Oct 6, 2025•—

06/10/25: AI optimism, healthcare tariffs & US government shutdown

13/10/25: Japan's new leadership boost, AI partnerships & earnings season

Oct 13, 2025•—

13/10/25: Japan's new leadership boost, AI partnerships & earnings season

20/10/25: Regional bank jitters, trade optimism & oil price shifts

Oct 20, 2025•—

20/10/25: Regional bank jitters, trade optimism & oil price shifts

27/10/25: Oil price rises, Japan’s growth agenda & Tesla earnings

Oct 27, 2025•—

27/10/25: Oil price rises, Japan’s growth agenda & Tesla earnings

03/11/25: Fed rate cut, US–China tariffs & Magnificent Seven earnings

Nov 3, 2025•—

03/11/25: Fed rate cut, US–China tariffs & Magnificent Seven earnings

10/11/25: Market sell-off, UK interest rate debate & slowing China trade

Nov 10, 2025•—

10/11/25: Market sell-off, UK interest rate debate & slowing China trade

17/11/25: AI bubble debate, US government shutdown & strong US earnings

Nov 17, 2025•—

17/11/25: AI bubble debate, US government shutdown & strong US earnings

24/11/25: Market rotation, AI investment focus & strong Nvidia results

Nov 24, 2025•—

24/11/25: Market rotation, AI investment focus & strong Nvidia results

01/12/25: UK Budget special

Dec 1, 2025•—

01/12/25: UK Budget special

08/12/25: Fed rate cut hopes, Netflix $83bn deal & US jobs update

Dec 8, 2025•—

08/12/25: Fed rate cut hopes, Netflix $83bn deal & US jobs update

15/12/25: Fed rate cut, AI investment scrutiny & tech earnings

Dec 15, 2025•—

15/12/25: Fed rate cut, AI investment scrutiny & tech earnings

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OndaCast© 2026 OndaCast. 無断転載を禁じます。

ヘルプお問い合わせ条件プライバシー著作権 DMCA アバウトラジオガイドプレーヤーを埋め込む

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